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 | $21,195 | $92,703-77.1% | $82,719-74.4% | $134,475-84.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.21% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,373 | $3,274-58.1% | $3,009-54.4% | $4,740-71.0% |
| Participant deferral / active EE | $2,852 | $4,802-40.6% | $4,395-35.1% | $6,400-55.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |