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 | $54,946 | $97,757-43.8% | $83,848-34.5% | $135,375-59.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.75% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,047 | $4,222-51.5% | $3,631-43.6% | $4,779-57.2% |
| Participant deferral / active EE | $8,972 | $4,682+91.6% | $4,082+119.8% | $5,609+60.0% |
| Admin fee / account holder | $125 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |