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 | $86,606 | $97,757-11.4% | $83,848+3.3% | $135,375-36.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.57% | 1287.37%-1290.9pp | 850.88%-854.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $10,540 | $4,222+149.7% | $3,631+190.3% | $4,779+120.6% |
| Participant deferral / active EE | $6,285 | $4,682+34.2% | $4,082+54.0% | $5,609+12.1% |
| Admin fee / account holder | $129 | $6,674-98.1% | $5,478-97.6% | $10,827-98.8% |