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 | $61,151 | $99,640-38.6% | $86,436-29.3% | $134,475-54.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.22% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $5,223 | $4,400+18.7% | $3,769+38.6% | $4,740+10.2% |
| Participant deferral / active EE | $6,786 | $7,246-6.4% | $6,952-2.4% | $6,400+6.0% |
| Admin fee / account holder | $90 | $8,371-98.9% | $6,731-98.7% | $11,426-99.2% |