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 | $70,983 | $92,703-23.4% | $82,719-14.2% | $134,475-47.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.59% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,861 | $3,274+48.5% | $3,009+61.6% | $4,740+2.6% |
| Participant deferral / active EE | $4,160 | $4,802-13.4% | $4,395-5.4% | $6,400-35.0% |
| Admin fee / account holder | $63 | $5,983-99.0% | $5,329-98.8% | $11,426-99.5% |