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 | $26,969 | $152,509-82.3% | $117,472-77.0% | $134,475-79.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.99% | 52.99%-70.0pp | 29.74%-46.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,074 | $5,571-26.9% | $4,176-2.4% | $4,740-14.0% |
| Participant deferral / active EE | $4,329 | $4,818-10.1% | $4,070+6.4% | $6,400-32.4% |
| Admin fee / account holder | $137 | $7,004-98.0% | $5,645-97.6% | $11,426-98.8% |