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 6-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 | $58,319 | $82,630-29.4% | $64,105-9.0% | $125,391-53.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.10% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $3,996 | $2,671+49.6% | $1,820+119.6% | $4,866-17.9% |
| Participant deferral / active EE | $7,249 | $3,608+100.9% | $2,822+156.9% | $5,352+35.5% |
| Admin fee / account holder | $79 | $6,382-98.8% | $4,499-98.2% | $9,540-99.2% |