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 | $26,608 | $92,703-71.3% | $82,719-67.8% | $134,475-80.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.46% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,810 | $3,274-14.2% | $3,009-6.6% | $4,740-40.7% |
| Participant deferral / active EE | $3,683 | $4,802-23.3% | $4,395-16.2% | $6,400-42.5% |
| Admin fee / account holder | $185 | $5,983-96.9% | $5,329-96.5% | $11,426-98.4% |