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 | $49,861 | $90,600-45.0% | $79,464-37.3% | $135,375-63.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.28% | 977.43%-979.7pp | 718.14%-720.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,267 | $3,068-26.1% | $2,800-19.1% | $4,779-52.6% |
| Participant deferral / active EE | $1,563 | $4,050-61.4% | $3,704-57.8% | $5,609-72.1% |
| Admin fee / account holder | $265 | $5,907-95.5% | $5,113-94.8% | $10,827-97.6% |