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 | $93,604 | $82,630+13.3% | $64,105+46.0% | $125,391-25.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.60% | 1489.72%-1493.3pp | 791.24%-794.8pp | 282.22%-285.8pp |
| Employer contribution / active EE | $2,158 | $2,671-19.2% | $1,820+18.6% | $4,866-55.6% |
| Participant deferral / active EE | $5,233 | $3,608+45.0% | $2,822+85.5% | $5,352-2.2% |
| Admin fee / account holder | $56 | $6,382-99.1% | $4,499-98.8% | $9,540-99.4% |