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 | $34,470 | $138,065-75.0% | $123,544-72.1% | $135,375-74.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.26% | 153.68%-158.9pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,870 | $5,151-44.3% | $4,628-38.0% | $4,779-39.9% |
| Participant deferral / active EE | $13,599 | $6,799+100.0% | $6,426+111.6% | $5,609+142.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |