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 | $43,750 | $92,703-52.8% | $82,719-47.1% | $134,475-67.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.52% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,209 | $3,274-32.5% | $3,009-26.6% | $4,740-53.4% |
| Participant deferral / active EE | $11,471 | $4,802+138.9% | $4,395+161.0% | $6,400+79.2% |
| Admin fee / account holder | $37 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |