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 | $25,461 | $92,703-72.5% | $82,719-69.2% | $134,475-81.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.86% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,587 | $3,274+40.1% | $3,009+52.4% | $4,740-3.2% |
| Participant deferral / active EE | $9,879 | $4,802+105.7% | $4,395+124.8% | $6,400+54.4% |
| Admin fee / account holder | $88 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |