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 5-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 | $32,302 | $92,703-65.2% | $82,719-61.0% | $134,475-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.51% | 944.92%-946.4pp | 701.18%-702.7pp | 417.96%-419.5pp |
| Employer contribution / active EE | $1,697 | $3,274-48.2% | $3,009-43.6% | $4,740-64.2% |
| Participant deferral / active EE | $14,775 | $4,802+207.7% | $4,395+236.2% | $6,400+130.9% |
| Admin fee / account holder | $120 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |