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 | $44,449 | $97,757-54.5% | $83,848-47.0% | $135,375-67.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.65% | 1287.37%-1288.0pp | 850.88%-851.5pp | 519.73%-520.4pp |
| Employer contribution / active EE | $8,331 | $4,222+97.3% | $3,631+129.4% | $4,779+74.3% |
| Participant deferral / active EE | $6,254 | $4,682+33.6% | $4,082+53.2% | $5,609+11.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |