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 3-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 | $45,110 | $88,594-49.1% | $70,092-35.6% | $134,475-66.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.91% | 442.67%-453.6pp | 190.73%-201.6pp | 417.96%-428.9pp |
| Employer contribution / active EE | $3,706 | $3,233+14.6% | $2,559+44.8% | $4,740-21.8% |
| Participant deferral / active EE | $24,533 | $4,772+414.1% | $3,849+537.4% | $6,400+283.3% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |