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 | $17,506 | $92,703-81.1% | $82,719-78.8% | $134,475-87.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.34% | 944.92%-965.3pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,497 | $3,274+6.8% | $3,009+16.2% | $4,740-26.2% |
| Participant deferral / active EE | $2,493 | $4,802-48.1% | $4,395-43.3% | $6,400-61.1% |
| Admin fee / account holder | $54 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |