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 | $93,532 | $97,757-4.3% | $83,848+11.5% | $135,375-30.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -6.15% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,470 | $4,222-17.8% | $3,631-4.4% | $4,779-27.4% |
| Participant deferral / active EE | $6,215 | $4,682+32.7% | $4,082+52.3% | $5,609+10.8% |
| Admin fee / account holder | $114 | $6,674-98.3% | $5,478-97.9% | $10,827-98.9% |