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 | $89,256 | $82,630+8.0% | $64,105+39.2% | $125,391-28.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.87% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,851 | $2,671+6.7% | $1,820+56.7% | $4,866-41.4% |
| Participant deferral / active EE | $5,316 | $3,608+47.3% | $2,822+88.4% | $5,352-0.7% |
| Admin fee / account holder | $8 | $6,382-99.9% | $4,499-99.8% | $9,540-99.9% |