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 | $34,728 | $90,320-61.6% | $59,496-41.6% | $125,391-72.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -0.87% | 369.13%-370.0pp | 182.05%-182.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,144 | $2,716+89.4% | $1,829+181.2% | $5,352-3.9% |
| Admin fee / account holder | $15 | $3,063-99.5% | $2,232-99.3% | $9,540-99.8% |