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 | $24,889 | $82,630-69.9% | $64,105-61.2% | $125,391-80.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.49% | 1489.72%-1493.2pp | 791.24%-794.7pp | 282.22%-285.7pp |
| Employer contribution / active EE | $4,235 | $2,671+58.5% | $1,820+132.7% | $4,866-13.0% |
| Participant deferral / active EE | $3,682 | $3,608+2.0% | $2,822+30.5% | $5,352-31.2% |
| Admin fee / account holder | $153 | $6,382-97.6% | $4,499-96.6% | $9,540-98.4% |