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 9-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 | $50,283 | $97,757-48.6% | $83,848-40.0% | $135,375-62.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.38% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,462 | $4,222+29.4% | $3,631+50.4% | $4,779+14.3% |
| Participant deferral / active EE | $6,394 | $4,682+36.6% | $4,082+56.7% | $5,609+14.0% |
| Admin fee / account holder | $294 | $6,674-95.6% | $5,478-94.6% | $10,827-97.3% |