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 | $54,885 | $92,703-40.8% | $82,719-33.6% | $134,475-59.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.19% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $7,335 | $3,274+124.1% | $3,009+143.8% | $4,740+54.8% |
| Participant deferral / active EE | $1,400 | $4,802-70.8% | $4,395-68.1% | $6,400-78.1% |
| Admin fee / account holder | $72 | $5,983-98.8% | $5,329-98.6% | $11,426-99.4% |