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 | $15,472 | $104,106-85.1% | $71,086-78.2% | $135,375-88.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.43% | 1256.30%-1265.7pp | 650.59%-660.0pp | 519.73%-529.2pp |
| Employer contribution / active EE | $4,346 | $1,485+192.7% | $1,088+299.5% | $4,779-9.1% |
| Participant deferral / active EE | $3,307 | $2,527+30.9% | $1,874+76.4% | $5,609-41.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |