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 | $23,330 | $97,757-76.1% | $83,848-72.2% | $135,375-82.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.96% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,203 | $4,222-0.4% | $3,631+15.8% | $4,779-12.0% |
| Participant deferral / active EE | $11,938 | $4,682+155.0% | $4,082+192.5% | $5,609+112.8% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |