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 | $59,403 | $88,594-32.9% | $70,092-15.2% | $134,475-55.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -7.52% | 442.67%-450.2pp | 190.73%-198.3pp | 417.96%-425.5pp |
| Employer contribution / active EE | $2,727 | $3,233-15.6% | $2,559+6.6% | $4,740-42.5% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $117 | $10,441-98.9% | $6,267-98.1% | $11,426-99.0% |