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 | $123,898 | $97,757+26.7% | $83,848+47.8% | $135,375-8.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.97% | 1287.37%-1292.3pp | 850.88%-855.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $8,234 | $4,222+95.0% | $3,631+126.8% | $4,779+72.3% |
| Participant deferral / active EE | $2,407 | $4,682-48.6% | $4,082-41.0% | $5,609-57.1% |
| Admin fee / account holder | $22 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |