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 | $190,252 | $82,630+130.2% | $64,105+196.8% | $125,391+51.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.92% | 1489.72%-1490.6pp | 791.24%-792.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,589 | $2,671+34.4% | $1,820+97.2% | $4,866-26.2% |
| Participant deferral / active EE | $6,931 | $3,608+92.1% | $2,822+145.6% | $5,352+29.5% |
| Admin fee / account holder | $185 | $6,382-97.1% | $4,499-95.9% | $9,540-98.1% |