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 | $39,866 | $104,106-61.7% | $71,086-43.9% | $135,375-70.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.82% | 1256.30%-1266.1pp | 650.59%-660.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,266 | $1,485+52.6% | $1,088+108.3% | $4,779-52.6% |
| Participant deferral / active EE | $11,833 | $2,527+368.3% | $1,874+531.4% | $5,609+111.0% |
| Admin fee / account holder | $81 | $4,142-98.0% | $3,082-97.4% | $10,827-99.3% |