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 | $51,306 | $84,695-39.4% | $73,843-30.5% | $125,391-59.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.57% | 3123.53%-3126.1pp | 2267.84%-2270.4pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,337 | $3,123-25.2% | $2,787-16.2% | $4,866-52.0% |
| Participant deferral / active EE | $6,847 | $3,992+71.5% | $3,583+91.1% | $5,352+27.9% |
| Admin fee / account holder | $25 | $5,691-99.6% | $4,880-99.5% | $9,540-99.7% |