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 | $73,464 | $97,757-24.9% | $83,848-12.4% | $135,375-45.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.97% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,003 | $4,222-28.9% | $3,631-17.3% | $4,779-37.2% |
| Participant deferral / active EE | $8,014 | $4,682+71.2% | $4,082+96.4% | $5,609+42.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |