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 | $64,498 | $138,065-53.3% | $123,544-47.8% | $135,375-52.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.06% | 153.68%-161.7pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,870 | $5,151-44.3% | $4,628-38.0% | $4,779-40.0% |
| Participant deferral / active EE | $8,917 | $6,799+31.1% | $6,426+38.8% | $5,609+59.0% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |