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 | $32,646 | $97,757-66.6% | $83,848-61.1% | $135,375-75.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.53% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,092 | $4,222-74.1% | $3,631-69.9% | $4,779-77.2% |
| Participant deferral / active EE | $4,985 | $4,682+6.5% | $4,082+22.1% | $5,609-11.1% |
| Admin fee / account holder | $278 | $6,674-95.8% | $5,478-94.9% | $10,827-97.4% |