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 | $38,395 | $92,703-58.6% | $82,719-53.6% | $134,475-71.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.70% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,993 | $3,274+52.5% | $3,009+65.9% | $4,740+5.4% |
| Participant deferral / active EE | $6,800 | $4,802+41.6% | $4,395+54.7% | $6,400+6.3% |
| Admin fee / account holder | $227 | $5,983-96.2% | $5,329-95.7% | $11,426-98.0% |