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 | $71,830 | $92,703-22.5% | $82,719-13.2% | $134,475-46.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,772 | $3,274-45.9% | $3,009-41.1% | $4,740-62.6% |
| Participant deferral / active EE | $20,500 | $4,802+326.9% | $4,395+366.4% | $6,400+220.3% |
| Admin fee / account holder | $148 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |