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 | $29,196 | $90,600-67.8% | $79,464-63.3% | $135,375-78.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.13% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,343 | $4,050-66.8% | $3,704-63.7% | $5,609-76.1% |
| Admin fee / account holder | $107 | $5,907-98.2% | $5,113-97.9% | $10,827-99.0% |