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 | $37,030 | $92,703-60.1% | $82,719-55.2% | $134,475-72.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.49% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,638 | $3,274-50.0% | $3,009-45.6% | $4,740-65.4% |
| Participant deferral / active EE | $2,994 | $4,802-37.7% | $4,395-31.9% | $6,400-53.2% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |