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 | $23,488 | $76,000-69.1% | $154,107-84.8% | $64,186-63.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.73% | 30.32%-38.0pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $4,683 | $3,351+39.8% | $5,298-11.6% | $2,381+96.7% |
| Participant deferral / active EE | $3,002 | $3,175-5.4% | $5,081-40.9% | $3,470-13.5% |
| Admin fee / account holder | $44 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |