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 | $53,915 | $97,757-44.8% | $83,848-35.7% | $135,375-60.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.76% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,766 | $4,222-34.5% | $3,631-23.8% | $4,779-42.1% |
| Participant deferral / active EE | $9,840 | $4,682+110.1% | $4,082+141.1% | $5,609+75.4% |
| Admin fee / account holder | $300 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |