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 | $33,672 | $97,757-65.6% | $83,848-59.8% | $135,375-75.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.22% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $16,683 | $4,222+295.2% | $3,631+359.5% | $4,779+249.1% |
| Participant deferral / active EE | $6,509 | $4,682+39.0% | $4,082+59.5% | $5,609+16.1% |
| Admin fee / account holder | $23 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |