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 | $89,097 | $97,757-8.9% | $83,848+6.3% | $135,375-34.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.52% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,148 | $4,222-49.1% | $3,631-40.8% | $4,779-55.1% |
| Participant deferral / active EE | $13,846 | $4,682+195.7% | $4,082+239.2% | $5,609+146.9% |
| Admin fee / account holder | $232 | $6,674-96.5% | $5,478-95.8% | $10,827-97.9% |