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 | $32,740 | $99,640-67.1% | $86,436-62.1% | $134,475-75.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.40% | 6782.58%-6796.0pp | 4394.89%-4408.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,955 | $4,400-32.8% | $3,769-21.6% | $4,740-37.6% |
| Participant deferral / active EE | $9,033 | $7,246+24.7% | $6,952+29.9% | $6,400+41.1% |
| Admin fee / account holder | $283 | $8,371-96.6% | $6,731-95.8% | $11,426-97.5% |