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 | $101,183 | $82,630+22.5% | $64,105+57.8% | $125,391-19.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.27% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,548 | $2,671-42.0% | $1,820-14.9% | $4,866-68.2% |
| Participant deferral / active EE | $5,392 | $3,608+49.4% | $2,822+91.1% | $5,352+0.8% |
| Admin fee / account holder | $143 | $6,382-97.8% | $4,499-96.8% | $9,540-98.5% |