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 | $46,886 | $95,971-51.1% | $74,550-37.1% | $135,375-65.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.64% | 56.96%-62.6pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,990 | $2,716-26.7% | $1,961+1.5% | $4,779-58.4% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $151 | $6,522-97.7% | $5,060-97.0% | $10,827-98.6% |