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 | $63,253 | $104,106-39.2% | $71,086-11.0% | $135,375-53.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -10.11% | 1256.30%-1266.4pp | 650.59%-660.7pp | 519.73%-529.8pp |
| Employer contribution / active EE | $958 | $1,485-35.5% | $1,088-11.9% | $4,779-80.0% |
| Participant deferral / active EE | $2,395 | $2,527-5.2% | $1,874+27.8% | $5,609-57.3% |
| Admin fee / account holder | $35 | $4,142-99.2% | $3,082-98.9% | $10,827-99.7% |