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 | $30,735 | $82,630-62.8% | $64,105-52.1% | $125,391-75.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.87% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,515 | $2,671-43.3% | $1,820-16.7% | $4,866-68.9% |
| Participant deferral / active EE | $4,137 | $3,608+14.7% | $2,822+46.6% | $5,352-22.7% |
| Admin fee / account holder | $164 | $6,382-97.4% | $4,499-96.4% | $9,540-98.3% |