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 | $37,391 | $90,600-58.7% | $79,464-52.9% | $135,375-72.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.39% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,586 | $3,068-48.3% | $2,800-43.4% | $4,779-66.8% |
| Participant deferral / active EE | $2,448 | $4,050-39.6% | $3,704-33.9% | $5,609-56.4% |
| Admin fee / account holder | $251 | $5,907-95.8% | $5,113-95.1% | $10,827-97.7% |