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 9-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 | $30,042 | $76,000-60.5% | $154,107-80.5% | $64,186-53.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.07% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,086 | $3,351-37.7% | $5,298-60.6% | $2,381-12.4% |
| Participant deferral / active EE | $1,828 | $3,175-42.4% | $5,081-64.0% | $3,470-47.3% |
| Admin fee / account holder | $277 | $5,596-95.1% | $13,411-97.9% | $4,888-94.3% |