See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,218 | $104,106-81.5% | $71,086-73.0% | $135,375-85.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -10.39% | 1256.30%-1266.7pp | 650.59%-661.0pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,482 | $1,485-0.2% | $1,088+36.3% | $4,779-69.0% |
| Participant deferral / active EE | $3,500 | $2,527+38.5% | $1,874+86.7% | $5,609-37.6% |
| Admin fee / account holder | $210 | $4,142-94.9% | $3,082-93.2% | $10,827-98.1% |