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 | $58,349 | $92,703-37.1% | $82,719-29.5% | $134,475-56.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.02% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,907 | $3,274+19.3% | $3,009+29.8% | $4,740-17.6% |
| Participant deferral / active EE | $7,337 | $4,802+52.8% | $4,395+66.9% | $6,400+14.6% |
| Admin fee / account holder | $8 | $5,983-99.9% | $5,329-99.8% | $11,426-99.9% |