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 | $11,245 | $90,600-87.6% | $79,464-85.8% | $135,375-91.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.96% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,963 | $3,068-36.0% | $2,800-29.9% | $4,779-58.9% |
| Participant deferral / active EE | $663 | $4,050-83.6% | $3,704-82.1% | $5,609-88.2% |
| Admin fee / account holder | $47 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |