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 | $20,932 | $104,106-79.9% | $71,086-70.6% | $135,375-84.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.87% | 1256.30%-1265.2pp | 650.59%-659.5pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,118 | $1,485-24.7% | $1,088+2.7% | $4,779-76.6% |
| Participant deferral / active EE | $6,647 | $2,527+163.0% | $1,874+254.6% | $5,609+18.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |