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 | $38,212 | $138,065-72.3% | $123,544-69.1% | $135,375-71.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.22% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,782 | $5,151-65.4% | $4,628-61.5% | $4,779-62.7% |
| Participant deferral / active EE | $2,830 | $6,799-58.4% | $6,426-56.0% | $5,609-49.5% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |