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 8-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 | $55,180 | $97,757-43.6% | $83,848-34.2% | $135,375-59.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.68% | 1287.37%-1291.0pp | 850.88%-854.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $9,768 | $4,222+131.4% | $3,631+169.0% | $4,779+104.4% |
| Participant deferral / active EE | $5,864 | $4,682+25.2% | $4,082+43.7% | $5,609+4.5% |
| Admin fee / account holder | $195 | $6,674-97.1% | $5,478-96.4% | $10,827-98.2% |