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 | $31,482 | $84,402-62.7% | $61,373-48.7% | $134,475-76.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.98% | 584.55%-597.5pp | 338.61%-351.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,750 | $1,544+142.8% | $1,159+223.4% | $4,740-20.9% |
| Participant deferral / active EE | $13,500 | $2,819+378.9% | $2,125+535.3% | $6,400+110.9% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |