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 5-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 | $29,666 | $106,543-72.2% | $91,220-67.5% | $134,475-77.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.66% | 160.60%-181.3pp | 114.01%-134.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,404 | $3,331+2.2% | $2,850+19.4% | $4,740-28.2% |
| Participant deferral / active EE | $13,667 | $4,719+189.6% | $4,234+222.8% | $6,400+113.6% |
| Admin fee / account holder | $110 | $6,231-98.2% | $5,420-98.0% | $11,426-99.0% |