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 | $110,218 | $82,630+33.4% | $64,105+71.9% | $125,391-12.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.23% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,455 | $2,671-45.5% | $1,820-20.0% | $4,866-70.1% |
| Participant deferral / active EE | $12,930 | $3,608+258.3% | $2,822+358.3% | $5,352+141.6% |
| Admin fee / account holder | $213 | $6,382-96.7% | $4,499-95.3% | $9,540-97.8% |