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 | $39,925 | $104,106-61.6% | $71,086-43.8% | $135,375-70.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.13% | 1256.30%-1265.4pp | 650.59%-659.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $10,387 | $1,485+599.5% | $1,088+855.0% | $4,779+117.4% |
| Participant deferral / active EE | $8,359 | $2,527+230.8% | $1,874+346.0% | $5,609+49.0% |
| Admin fee / account holder | $155 | $4,142-96.2% | $3,082-95.0% | $10,827-98.6% |