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 | $28,859 | $90,600-68.1% | $79,464-63.7% | $135,375-78.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.46% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,150 | $3,068-62.5% | $2,800-58.9% | $4,779-75.9% |
| Participant deferral / active EE | $2,667 | $4,050-34.2% | $3,704-28.0% | $5,609-52.5% |
| Admin fee / account holder | $50 | $5,907-99.2% | $5,113-99.0% | $10,827-99.5% |