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 | $34,007 | $104,106-67.3% | $71,086-52.2% | $135,375-74.9% |
| Participation rate | 85.7% | 65.7%+20.1pp | 54.7%+31.1pp | 82.6%+3.1pp |
| Annual return | -10.17% | 1256.30%-1266.5pp | 650.59%-660.8pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,631 | $1,485+9.9% | $1,088+50.0% | $4,779-65.9% |
| Participant deferral / active EE | $1,972 | $2,527-22.0% | $1,874+5.2% | $5,609-64.8% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |