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 | $139,239 | $97,757+42.4% | $83,848+66.1% | $135,375+2.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.24% | 1287.37%-1288.6pp | 850.88%-852.1pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,401 | $4,222-66.8% | $3,631-61.4% | $4,779-70.7% |
| Participant deferral / active EE | $3,248 | $4,682-30.6% | $4,082-20.4% | $5,609-42.1% |
| Admin fee / account holder | $281 | $6,674-95.8% | $5,478-94.9% | $10,827-97.4% |