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 | $77,514 | $97,757-20.7% | $83,848-7.6% | $135,375-42.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.50% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,486 | $4,222-41.1% | $3,631-31.5% | $4,779-48.0% |
| Participant deferral / active EE | $5,654 | $4,682+20.8% | $4,082+38.5% | $5,609+0.8% |
| Admin fee / account holder | $146 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |