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 | $17,643 | $90,600-80.5% | $79,464-77.8% | $135,375-87.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.07% | 977.43%-979.5pp | 718.14%-720.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,423 | $3,068-21.0% | $2,800-13.5% | $4,779-49.3% |
| Participant deferral / active EE | $976 | $4,050-75.9% | $3,704-73.6% | $5,609-82.6% |
| Admin fee / account holder | $261 | $5,907-95.6% | $5,113-94.9% | $10,827-97.6% |