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 | $64,262 | $135,635-52.6% | $110,238-41.7% | $135,375-52.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.54% | 513.19%-518.7pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,706 | $4,906-44.8% | $3,826-29.3% | $4,779-43.4% |
| Participant deferral / active EE | $6,605 | $5,506+20.0% | $4,672+41.4% | $5,609+17.8% |
| Admin fee / account holder | $21 | $11,457-99.8% | $8,547-99.8% | $10,827-99.8% |