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 | $26,784 | $92,703-71.1% | $82,719-67.6% | $134,475-80.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.08% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,000 | $3,274-8.4% | $3,009-0.3% | $4,740-36.7% |
| Participant deferral / active EE | $3,908 | $4,802-18.6% | $4,395-11.1% | $6,400-38.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |