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 | $70,829 | $95,971-26.2% | $74,550-5.0% | $135,375-47.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.99% | 56.96%-62.0pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,188 | $2,716-19.5% | $1,961+11.6% | $4,779-54.2% |
| Participant deferral / active EE | $2,735 | $3,843-28.9% | $3,108-12.0% | $5,609-51.2% |
| Admin fee / account holder | $94 | $6,522-98.6% | $5,060-98.2% | $10,827-99.1% |