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 | $51,198 | $95,971-46.7% | $74,550-31.3% | $135,375-62.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.21% | 56.96%-61.2pp | 32.53%-36.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,094 | $2,716-22.9% | $1,961+6.8% | $4,779-56.2% |
| Participant deferral / active EE | $8,732 | $3,843+127.2% | $3,108+180.9% | $5,609+55.7% |
| Admin fee / account holder | $47 | $6,522-99.3% | $5,060-99.1% | $10,827-99.6% |