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 | $66,970 | $95,971-30.2% | $74,550-10.2% | $135,375-50.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.74% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,082 | $2,716-23.4% | $1,961+6.1% | $4,779-56.4% |
| Participant deferral / active EE | $5,037 | $3,843+31.0% | $3,108+62.1% | $5,609-10.2% |
| Admin fee / account holder | $11 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |