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 | $33,628 | $92,703-63.7% | $82,719-59.3% | $134,475-75.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.75% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,504 | $3,274+7.0% | $3,009+16.4% | $4,740-26.1% |
| Participant deferral / active EE | $4,865 | $4,802+1.3% | $4,395+10.7% | $6,400-24.0% |
| Admin fee / account holder | $252 | $5,983-95.8% | $5,329-95.3% | $11,426-97.8% |