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 | $57,723 | $152,509-62.2% | $117,472-50.9% | $134,475-57.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.74% | 52.99%-62.7pp | 29.74%-39.5pp | 417.96%-427.7pp |
| Employer contribution / active EE | $1,631 | $5,571-70.7% | $4,176-60.9% | $4,740-65.6% |
| Participant deferral / active EE | $4,616 | $4,818-4.2% | $4,070+13.4% | $6,400-27.9% |
| Admin fee / account holder | $7 | $7,004-99.9% | $5,645-99.9% | $11,426-99.9% |