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 | $43,219 | $82,630-47.7% | $64,105-32.6% | $125,391-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.72% | 1489.72%-1491.4pp | 791.24%-793.0pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,103 | $2,671-58.7% | $1,820-39.4% | $4,866-77.3% |
| Participant deferral / active EE | $2,282 | $3,608-36.7% | $2,822-19.1% | $5,352-57.4% |
| Admin fee / account holder | $10 | $6,382-99.8% | $4,499-99.8% | $9,540-99.9% |