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 | $27,356 | $90,320-69.7% | $59,496-54.0% | $125,391-78.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.42% | 369.13%-371.6pp | 182.05%-184.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,323 | $1,792+29.7% | $1,153+101.5% | $4,866-52.3% |
| Participant deferral / active EE | $8,037 | $2,716+195.9% | $1,829+339.3% | $5,352+50.2% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |