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 | $37,586 | $101,283-62.9% | $75,826-50.4% | $135,375-72.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -7.35% | 3384.62%-3392.0pp | 1914.15%-1921.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,496 | $2,382+4.8% | $1,913+30.4% | $4,779-47.8% |
| Participant deferral / active EE | $10,618 | $3,469+206.1% | $2,862+270.9% | $5,609+89.3% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |