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 | $26,986 | $104,106-74.1% | $71,086-62.0% | $135,375-80.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.43% | 1256.30%-1264.7pp | 650.59%-659.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,334 | $1,485+57.2% | $1,088+114.6% | $4,779-51.2% |
| Participant deferral / active EE | $5,310 | $2,527+110.1% | $1,874+183.3% | $5,609-5.3% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |