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 | $84,689 | $168,632-49.8% | $147,614-42.6% | $125,391-32.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.26% | 77.65%-77.9pp | 61.98%-62.2pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,799 | $6,252-55.2% | $5,564-49.7% | $4,866-42.5% |
| Participant deferral / active EE | $9,626 | $5,507+74.8% | $4,895+96.6% | $5,352+79.9% |
| Admin fee / account holder | $80 | $13,580-99.4% | $11,611-99.3% | $9,540-99.2% |