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 | $10,105 | $104,106-90.3% | $71,086-85.8% | $135,375-92.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -10.14% | 1256.30%-1266.4pp | 650.59%-660.7pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,854 | $1,485+24.9% | $1,088+70.5% | $4,779-61.2% |
| Participant deferral / active EE | $2,317 | $2,527-8.3% | $1,874+23.6% | $5,609-58.7% |
| Admin fee / account holder | $85 | $4,142-97.9% | $3,082-97.2% | $10,827-99.2% |