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 | $33,410 | $97,757-65.8% | $83,848-60.2% | $135,375-75.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.01% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,406 | $4,222-66.7% | $3,631-61.3% | $4,779-70.6% |
| Participant deferral / active EE | $2,393 | $4,682-48.9% | $4,082-41.4% | $5,609-57.3% |
| Admin fee / account holder | $28 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |