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 | $21,238 | $92,703-77.1% | $82,719-74.3% | $134,475-84.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.17% | 944.92%-960.1pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,626 | $3,274+71.8% | $3,009+87.0% | $4,740+18.7% |
| Participant deferral / active EE | $5,626 | $4,802+17.2% | $4,395+28.0% | $6,400-12.1% |
| Admin fee / account holder | $274 | $5,983-95.4% | $5,329-94.9% | $11,426-97.6% |