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 | $20,423 | $90,600-77.5% | $79,464-74.3% | $135,375-84.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.68% | 977.43%-986.1pp | 718.14%-726.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,219 | $3,068-27.7% | $2,800-20.7% | $4,779-53.6% |
| Participant deferral / active EE | $7,581 | $4,050+87.2% | $3,704+104.7% | $5,609+35.2% |
| Admin fee / account holder | $21 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |