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 | $53,287 | $97,757-45.5% | $83,848-36.4% | $135,375-60.6% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -6.23% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,319 | $4,222-45.1% | $3,631-36.1% | $4,779-51.5% |
| Participant deferral / active EE | $4,689 | $4,682+0.1% | $4,082+14.9% | $5,609-16.4% |
| Admin fee / account holder | $16 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |