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 | $27,940 | $90,600-69.2% | $79,464-64.8% | $135,375-79.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.75% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,670 | $3,068-13.0% | $2,800-4.7% | $4,779-44.1% |
| Participant deferral / active EE | $4,720 | $4,050+16.5% | $3,704+27.4% | $5,609-15.8% |
| Admin fee / account holder | $198 | $5,907-96.6% | $5,113-96.1% | $10,827-98.2% |