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 | $33,009 | $84,695-61.0% | $73,843-55.3% | $125,391-73.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.66% | 3123.53%-3125.2pp | 2267.84%-2269.5pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,510 | $3,123-51.6% | $2,787-45.8% | $4,866-69.0% |
| Participant deferral / active EE | $5,049 | $3,992+26.5% | $3,583+40.9% | $5,352-5.6% |
| Admin fee / account holder | $17 | $5,691-99.7% | $4,880-99.7% | $9,540-99.8% |