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 | $69,382 | $90,600-23.4% | $79,464-12.7% | $135,375-48.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.01% | 977.43%-985.4pp | 718.14%-726.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,536 | $3,068+47.9% | $2,800+62.0% | $4,779-5.1% |
| Participant deferral / active EE | $6,000 | $4,050+48.1% | $3,704+62.0% | $5,609+7.0% |
| Admin fee / account holder | $55 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |