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 | $34,334 | $106,543-67.8% | $91,220-62.4% | $134,475-74.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.00% | 160.60%-173.6pp | 114.01%-127.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $766 | $3,331-77.0% | $2,850-73.1% | $4,740-83.8% |
| Participant deferral / active EE | $2,324 | $4,719-50.7% | $4,234-45.1% | $6,400-63.7% |
| Admin fee / account holder | $199 | $6,231-96.8% | $5,420-96.3% | $11,426-98.3% |