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 | $123,719 | $97,757+26.6% | $83,848+47.6% | $135,375-8.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.11% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $965 | $4,222-77.1% | $3,631-73.4% | $4,779-79.8% |
| Participant deferral / active EE | $7,384 | $4,682+57.7% | $4,082+80.9% | $5,609+31.6% |
| Admin fee / account holder | $255 | $6,674-96.2% | $5,478-95.4% | $10,827-97.6% |