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 | $73,342 | $97,757-25.0% | $83,848-12.5% | $135,375-45.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.11% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $12,202 | $4,222+189.0% | $3,631+236.1% | $4,779+155.3% |
| Participant deferral / active EE | $5,600 | $4,682+19.6% | $4,082+37.2% | $5,609-0.2% |
| Admin fee / account holder | $40 | $6,674-99.4% | $5,478-99.3% | $10,827-99.6% |