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 | $57,454 | $99,640-42.3% | $86,436-33.5% | $134,475-57.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.49% | 6782.58%-6796.1pp | 4394.89%-4408.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $7,904 | $4,400+79.6% | $3,769+109.7% | $4,740+66.8% |
| Participant deferral / active EE | $3,600 | $7,246-50.3% | $6,952-48.2% | $6,400-43.7% |
| Admin fee / account holder | $296 | $8,371-96.5% | $6,731-95.6% | $11,426-97.4% |