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 | $36,837 | $92,703-60.3% | $82,719-55.5% | $134,475-72.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.02% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,608 | $3,274-50.9% | $3,009-46.6% | $4,740-66.1% |
| Participant deferral / active EE | $2,998 | $4,802-37.6% | $4,395-31.8% | $6,400-53.2% |
| Admin fee / account holder | $224 | $5,983-96.3% | $5,329-95.8% | $11,426-98.0% |