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 | $28,879 | $84,402-65.8% | $61,373-52.9% | $134,475-78.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.56% | 584.55%-605.1pp | 338.61%-359.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,260 | $1,544-18.4% | $1,159+8.6% | $4,740-73.4% |
| Participant deferral / active EE | $1,509 | $2,819-46.5% | $2,125-29.0% | $6,400-76.4% |
| Admin fee / account holder | $248 | $2,585-90.4% | $2,130-88.3% | $11,426-97.8% |