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 | $35,264 | $104,106-66.1% | $71,086-50.4% | $135,375-74.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.36% | 1256.30%-1261.7pp | 650.59%-655.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $433 | $1,485-70.9% | $1,088-60.2% | $4,779-90.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2 | $4,142-100.0% | $3,082-99.9% | $10,827-100.0% |