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 | $105,832 | $97,757+8.3% | $83,848+26.2% | $135,375-21.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.61% | 1287.37%-1289.0pp | 850.88%-852.5pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,639 | $4,222-61.2% | $3,631-54.9% | $4,779-65.7% |
| Participant deferral / active EE | $4,992 | $4,682+6.6% | $4,082+22.3% | $5,609-11.0% |
| Admin fee / account holder | $298 | $6,674-95.5% | $5,478-94.6% | $10,827-97.2% |