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 | $45,792 | $97,757-53.2% | $83,848-45.4% | $135,375-66.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.68% | 1287.37%-1293.0pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,651 | $4,222+33.9% | $3,631+55.6% | $4,779+18.3% |
| Participant deferral / active EE | $2,450 | $4,682-47.7% | $4,082-40.0% | $5,609-56.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |