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 9-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 | $37,411 | $104,106-64.1% | $71,086-47.4% | $135,375-72.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.13% | 1256.30%-1263.4pp | 650.59%-657.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,925 | $1,485+164.3% | $1,088+260.8% | $4,779-17.9% |
| Participant deferral / active EE | $10,750 | $2,527+325.4% | $1,874+473.6% | $5,609+91.7% |
| Admin fee / account holder | $195 | $4,142-95.3% | $3,082-93.7% | $10,827-98.2% |