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 | $42,474 | $101,283-58.1% | $75,826-44.0% | $135,375-68.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -1.81% | 3384.62%-3386.4pp | 1914.15%-1916.0pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,551 | $2,382-34.9% | $1,913-19.0% | $4,779-67.6% |
| Participant deferral / active EE | $2,085 | $3,469-39.9% | $2,862-27.2% | $5,609-62.8% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |