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 | $63,346 | $84,695-25.2% | $73,843-14.2% | $125,391-49.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.10% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,991 | $3,123-4.2% | $2,787+7.3% | $4,866-38.5% |
| Participant deferral / active EE | $4,985 | $3,992+24.9% | $3,583+39.1% | $5,352-6.8% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |