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 | $125,239 | $97,757+28.1% | $83,848+49.4% | $135,375-7.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.75% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,591 | $4,222+32.4% | $3,631+54.0% | $4,779+17.0% |
| Participant deferral / active EE | $7,362 | $4,682+57.2% | $4,082+80.4% | $5,609+31.3% |
| Admin fee / account holder | $199 | $6,674-97.0% | $5,478-96.4% | $10,827-98.2% |