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 | $27,939 | $39,798-29.8% | $67,711-58.7% | $59,632-53.1% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -2.82% | 89.94%-92.8pp | 25.41%-28.2pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,586 | $1,393+13.9% | $2,559-38.0% | $2,203-28.0% |
| Participant deferral / active EE | $3,821 | $2,335+63.7% | $3,585+6.6% | $3,192+19.7% |
| Admin fee / account holder | $178 | $3,212-94.5% | $4,255-95.8% | $4,297-95.9% |