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 | $50,299 | $92,703-45.7% | $82,719-39.2% | $134,475-62.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.06% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,202 | $3,274-32.7% | $3,009-26.8% | $4,740-53.5% |
| Participant deferral / active EE | $5,200 | $4,802+8.3% | $4,395+18.3% | $6,400-18.7% |
| Admin fee / account holder | -$86 | $5,983-101.4% | $5,329-101.6% | $11,426-100.8% |