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 6-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 | $30,366 | $88,594-65.7% | $70,092-56.7% | $134,475-77.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.15% | 442.67%-462.8pp | 190.73%-210.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,076 | $3,233-35.8% | $2,559-18.9% | $4,740-56.2% |
| Participant deferral / active EE | $10,250 | $4,772+114.8% | $3,849+166.3% | $6,400+60.2% |
| Admin fee / account holder | $133 | $10,441-98.7% | $6,267-97.9% | $11,426-98.8% |