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 | $54,871 | $92,703-40.8% | $82,719-33.7% | $134,475-59.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.41% | 944.92%-958.3pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,750 | $3,274-46.5% | $3,009-41.8% | $4,740-63.1% |
| Participant deferral / active EE | $11,616 | $4,802+141.9% | $4,395+164.3% | $6,400+81.5% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |