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 | $20,810 | $95,971-78.3% | $74,550-72.1% | $135,375-84.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.80% | 56.96%-65.8pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $336 | $2,716-87.6% | $1,961-82.9% | $4,779-93.0% |
| Participant deferral / active EE | $2,693 | $3,843-29.9% | $3,108-13.4% | $5,609-52.0% |
| Admin fee / account holder | $95 | $6,522-98.5% | $5,060-98.1% | $10,827-99.1% |