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 | $67,576 | $97,757-30.9% | $83,848-19.4% | $135,375-50.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.02% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,072 | $4,222-27.2% | $3,631-15.4% | $4,779-35.7% |
| Participant deferral / active EE | $12,717 | $4,682+171.6% | $4,082+211.6% | $5,609+126.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |