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 | $12,026 | $84,695-85.8% | $73,843-83.7% | $125,391-90.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.29% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $3,576 | $3,123+14.5% | $2,787+28.3% | $4,866-26.5% |
| Participant deferral / active EE | $3,600 | $3,992-9.8% | $3,583+0.5% | $5,352-32.7% |
| Admin fee / account holder | $49 | $5,691-99.1% | $4,880-99.0% | $9,540-99.5% |