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 9-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 | $28,378 | $92,703-69.4% | $82,719-65.7% | $134,475-78.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.27% | 944.92%-956.2pp | 701.18%-712.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,993 | $3,274-39.1% | $3,009-33.8% | $4,740-57.9% |
| Participant deferral / active EE | $2,461 | $4,802-48.7% | $4,395-44.0% | $6,400-61.5% |
| Admin fee / account holder | $222 | $5,983-96.3% | $5,329-95.8% | $11,426-98.1% |