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 | $37,672 | $92,703-59.4% | $82,719-54.5% | $134,475-72.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.56% | 944.92%-964.5pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,324 | $3,274+1.5% | $3,009+10.5% | $4,740-29.9% |
| Participant deferral / active EE | $6,262 | $4,802+30.4% | $4,395+42.5% | $6,400-2.1% |
| Admin fee / account holder | $89 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |