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 | $88,368 | $90,600-2.5% | $79,464+11.2% | $135,375-34.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.96% | 977.43%-978.4pp | 718.14%-719.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $14,575 | $3,068+375.1% | $2,800+420.4% | $4,779+205.0% |
| Participant deferral / active EE | $8,437 | $4,050+108.3% | $3,704+127.8% | $5,609+50.4% |
| Admin fee / account holder | $80 | $5,907-98.6% | $5,113-98.4% | $10,827-99.3% |