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 | $31,534 | $82,664-61.9% | $125,339-74.8% | $68,494-54.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 113.52% | -5.97%+119.5pp | 572.05%-458.5pp | -7.84%+121.4pp |
| Employer contribution / active EE | $2,288 | $3,381-32.3% | $4,814-52.5% | $2,596-11.9% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $150 | $6,275-97.6% | $10,010-98.5% | $5,403-97.2% |