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 | $32,324 | $104,106-69.0% | $71,086-54.5% | $135,375-76.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.85% | 1256.30%-1265.1pp | 650.59%-659.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,272 | $1,485-14.4% | $1,088+16.9% | $4,779-73.4% |
| Participant deferral / active EE | $2,590 | $2,527+2.5% | $1,874+38.2% | $5,609-53.8% |
| Admin fee / account holder | $12 | $4,142-99.7% | $3,082-99.6% | $10,827-99.9% |