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 | $61,980 | $104,106-40.5% | $71,086-12.8% | $135,375-54.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -0.43% | 1256.30%-1256.7pp | 650.59%-651.0pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,000 | $1,485+34.7% | $1,088+83.9% | $4,779-58.1% |
| Participant deferral / active EE | $13,900 | $2,527+450.1% | $1,874+641.6% | $5,609+147.8% |
| Admin fee / account holder | $160 | $4,142-96.1% | $3,082-94.8% | $10,827-98.5% |