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 | $21,758 | $104,106-79.1% | $71,086-69.4% | $135,375-83.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.60% | 1256.30%-1261.9pp | 650.59%-656.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $701 | $1,485-52.8% | $1,088-35.6% | $4,779-85.3% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $163 | $4,142-96.1% | $3,082-94.7% | $10,827-98.5% |