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 | $159,834 | $97,757+63.5% | $83,848+90.6% | $135,375+18.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.89% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,569 | $4,222-62.8% | $3,631-56.8% | $4,779-67.2% |
| Participant deferral / active EE | $10,653 | $4,682+127.5% | $4,082+161.0% | $5,609+89.9% |
| Admin fee / account holder | $80 | $6,674-98.8% | $5,478-98.5% | $10,827-99.3% |