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 | $26,700 | $95,971-72.2% | $74,550-64.2% | $135,375-80.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.25% | 56.96%-64.2pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $903 | $2,716-66.8% | $1,961-54.0% | $4,779-81.1% |
| Participant deferral / active EE | $1,039 | $3,843-73.0% | $3,108-66.6% | $5,609-81.5% |
| Admin fee / account holder | $77 | $6,522-98.8% | $5,060-98.5% | $10,827-99.3% |