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 | $19,510 | $97,757-80.0% | $83,848-76.7% | $135,375-85.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.28% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,738 | $4,222-58.8% | $3,631-52.1% | $4,779-63.6% |
| Participant deferral / active EE | $5,016 | $4,682+7.1% | $4,082+22.9% | $5,609-10.6% |
| Admin fee / account holder | $139 | $6,674-97.9% | $5,478-97.5% | $10,827-98.7% |