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 | $12,786 | $90,600-85.9% | $79,464-83.9% | $135,375-90.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.99% | 977.43%-986.4pp | 718.14%-727.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,265 | $3,068+6.4% | $2,800+16.6% | $4,779-31.7% |
| Participant deferral / active EE | $3,765 | $4,050-7.0% | $3,704+1.7% | $5,609-32.9% |
| Admin fee / account holder | $30 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |