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 | $60,956 | $97,757-37.6% | $83,848-27.3% | $135,375-55.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.35% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,584 | $4,222-62.5% | $3,631-56.4% | $4,779-66.8% |
| Participant deferral / active EE | $4,924 | $4,682+5.2% | $4,082+20.6% | $5,609-12.2% |
| Admin fee / account holder | $17 | $6,674-99.8% | $5,478-99.7% | $10,827-99.8% |