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 | $20,533 | $97,757-79.0% | $83,848-75.5% | $135,375-84.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.77% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,223 | $4,222-23.6% | $3,631-11.2% | $4,779-32.6% |
| Participant deferral / active EE | $6,956 | $4,682+48.6% | $4,082+70.4% | $5,609+24.0% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |