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 | $60,808 | $67,331-9.7% | $60,874-0.1% | $134,475-54.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.34% | 49.93%-62.3pp | 16.90%-29.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,826 | $4,538+94.5% | $3,817+131.2% | $6,400+37.9% |
| Admin fee / account holder | $262 | $4,582-94.3% | $3,224-91.9% | $11,426-97.7% |