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 | $62,086 | $97,757-36.5% | $83,848-26.0% | $135,375-54.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.46% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,362 | $4,222+3.3% | $3,631+20.1% | $4,779-8.7% |
| Participant deferral / active EE | $2,380 | $4,682-49.2% | $4,082-41.7% | $5,609-57.6% |
| Admin fee / account holder | $69 | $6,674-99.0% | $5,478-98.7% | $10,827-99.4% |