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 | $114,735 | $39,798+188.3% | $67,711+69.4% | $59,632+92.4% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -2.24% | 89.94%-92.2pp | 25.41%-27.6pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,001 | $1,393+43.6% | $2,559-21.8% | $2,203-9.2% |
| Participant deferral / active EE | $5,376 | $2,335+130.2% | $3,585+49.9% | $3,192+68.4% |
| Admin fee / account holder | $2 | $3,212-99.9% | $4,255-100.0% | $4,297-100.0% |