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 | $64,854 | $97,757-33.7% | $83,848-22.7% | $135,375-52.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.91% | 1287.37%-1288.3pp | 850.88%-851.8pp | 519.73%-520.6pp |
| Employer contribution / active EE | $4,375 | $4,222+3.6% | $3,631+20.5% | $4,779-8.5% |
| Participant deferral / active EE | $2,042 | $4,682-56.4% | $4,082-50.0% | $5,609-63.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |