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 | $115,874 | $84,695+36.8% | $73,843+56.9% | $125,391-7.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.38% | 3123.53%-3125.9pp | 2267.84%-2270.2pp | 282.22%-284.6pp |
| Employer contribution / active EE | $3,533 | $3,123+13.1% | $2,787+26.8% | $4,866-27.4% |
| Participant deferral / active EE | $6,000 | $3,992+50.3% | $3,583+67.4% | $5,352+12.1% |
| Admin fee / account holder | $50 | $5,691-99.1% | $4,880-99.0% | $9,540-99.5% |