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 | $47,987 | $39,798+20.6% | $67,711-29.1% | $59,632-19.5% |
| Participation rate | 96.0% | 57.4%+38.6pp | 67.5%+28.5pp | 68.7%+27.3pp |
| Annual return | -1.56% | 89.94%-91.5pp | 25.41%-27.0pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $5,313 | $1,393+281.4% | $2,559+107.6% | $2,203+141.2% |
| Participant deferral / active EE | $6,208 | $2,335+165.9% | $3,585+73.2% | $3,192+94.5% |
| Admin fee / account holder | $194 | $3,212-94.0% | $4,255-95.5% | $4,297-95.5% |