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 | $34,604 | $99,640-65.3% | $86,436-60.0% | $134,475-74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.07% | 6782.58%-6798.6pp | 4394.89%-4411.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $16,192 | $4,400+268.0% | $3,769+329.7% | $4,740+241.6% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $52 | $8,371-99.4% | $6,731-99.2% | $11,426-99.5% |