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 | $92,951 | $82,630+12.5% | $64,105+45.0% | $125,391-25.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.04% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,075 | $2,671-22.3% | $1,820+14.0% | $4,866-57.4% |
| Participant deferral / active EE | $5,000 | $3,608+38.6% | $2,822+77.2% | $5,352-6.6% |
| Admin fee / account holder | $236 | $6,382-96.3% | $4,499-94.8% | $9,540-97.5% |