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 | $20,042 | $106,543-81.2% | $91,220-78.0% | $134,475-85.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.08% | 160.60%-179.7pp | 114.01%-133.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,407 | $3,331-57.7% | $2,850-50.6% | $4,740-70.3% |
| Participant deferral / active EE | $2,517 | $4,719-46.7% | $4,234-40.6% | $6,400-60.7% |
| Admin fee / account holder | $246 | $6,231-96.1% | $5,420-95.5% | $11,426-97.8% |