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 | $70,784 | $84,695-16.4% | $73,843-4.1% | $125,391-43.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.12% | 3123.53%-3123.4pp | 2267.84%-2267.7pp | 282.22%-282.1pp |
| Employer contribution / active EE | $23,701 | $3,123+658.9% | $2,787+750.3% | $4,866+387.1% |
| Participant deferral / active EE | $12,053 | $3,992+201.9% | $3,583+236.4% | $5,352+125.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |