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 | $69,227 | $92,703-25.3% | $82,719-16.3% | $134,475-48.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.61% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,095 | $3,274-66.6% | $3,009-63.6% | $4,740-76.9% |
| Participant deferral / active EE | $9,728 | $4,802+102.6% | $4,395+121.3% | $6,400+52.0% |
| Admin fee / account holder | $93 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |