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 | $29,090 | $90,600-67.9% | $79,464-63.4% | $135,375-78.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.37% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,906 | $3,068-37.9% | $2,800-31.9% | $4,779-60.1% |
| Participant deferral / active EE | $4,533 | $4,050+11.9% | $3,704+22.4% | $5,609-19.2% |
| Admin fee / account holder | $112 | $5,907-98.1% | $5,113-97.8% | $10,827-99.0% |