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 | $29,179 | $90,600-67.8% | $79,464-63.3% | $135,375-78.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.15% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,991 | $3,068-2.5% | $2,800+6.8% | $4,779-37.4% |
| Participant deferral / active EE | $5,946 | $4,050+46.8% | $3,704+60.5% | $5,609+6.0% |
| Admin fee / account holder | $118 | $5,907-98.0% | $5,113-97.7% | $10,827-98.9% |