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 | $106,900 | $99,640+7.3% | $86,436+23.7% | $134,475-20.5% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -19.92% | 6782.58%-6802.5pp | 4394.89%-4414.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $6,891 | $4,400+56.6% | $3,769+82.9% | $4,740+45.4% |
| Participant deferral / active EE | $5,667 | $7,246-21.8% | $6,952-18.5% | $6,400-11.5% |
| Admin fee / account holder | $54 | $8,371-99.4% | $6,731-99.2% | $11,426-99.5% |