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 | $45,605 | $90,600-49.7% | $79,464-42.6% | $135,375-66.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.76% | 977.43%-981.2pp | 718.14%-721.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,050 | $3,068-33.2% | $2,800-26.8% | $4,779-57.1% |
| Participant deferral / active EE | $4,465 | $4,050+10.2% | $3,704+20.5% | $5,609-20.4% |
| Admin fee / account holder | $37 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |