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 | $30,837 | $97,757-68.5% | $83,848-63.2% | $135,375-77.2% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -7.48% | 1287.37%-1294.8pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,238 | $4,222-47.0% | $3,631-38.4% | $4,779-53.2% |
| Participant deferral / active EE | $3,357 | $4,682-28.3% | $4,082-17.8% | $5,609-40.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |