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 6-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 | $47,802 | $82,630-42.1% | $64,105-25.4% | $125,391-61.9% |
| Participation rate | 94.4% | 75.9%+18.6pp | 68.2%+26.3pp | 83.2%+11.3pp |
| Annual return | -3.65% | 1489.72%-1493.4pp | 791.24%-794.9pp | 282.22%-285.9pp |
| Employer contribution / active EE | $4,168 | $2,671+56.0% | $1,820+129.0% | $4,866-14.4% |
| Participant deferral / active EE | $2,076 | $3,608-42.5% | $2,822-26.4% | $5,352-61.2% |
| Admin fee / account holder | $38 | $6,382-99.4% | $4,499-99.1% | $9,540-99.6% |