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 9-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 | $60,676 | $97,757-37.9% | $83,848-27.6% | $135,375-55.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.01% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $28,123 | $4,222+566.2% | $3,631+674.6% | $4,779+488.5% |
| Participant deferral / active EE | $8,056 | $4,682+72.1% | $4,082+97.4% | $5,609+43.6% |
| Admin fee / account holder | $24 | $6,674-99.6% | $5,478-99.6% | $10,827-99.8% |