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 | $45,959 | $97,757-53.0% | $83,848-45.2% | $135,375-66.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.31% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,807 | $4,222-33.5% | $3,631-22.7% | $4,779-41.3% |
| Participant deferral / active EE | $2,210 | $4,682-52.8% | $4,082-45.9% | $5,609-60.6% |
| Admin fee / account holder | $247 | $6,674-96.3% | $5,478-95.5% | $10,827-97.7% |