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 | $79,156 | $106,543-25.7% | $91,220-13.2% | $134,475-41.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.04% | 160.60%-177.6pp | 114.01%-131.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $874 | $3,331-73.8% | $2,850-69.3% | $4,740-81.6% |
| Participant deferral / active EE | $2,012 | $4,719-57.4% | $4,234-52.5% | $6,400-68.6% |
| Admin fee / account holder | $64 | $6,231-99.0% | $5,420-98.8% | $11,426-99.4% |