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 | $26,123 | $82,630-68.4% | $64,105-59.2% | $125,391-79.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.03% | 1489.72%-1489.7pp | 791.24%-791.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $6,789 | $2,671+154.1% | $1,820+273.0% | $4,866+39.5% |
| Participant deferral / active EE | $4,600 | $3,608+27.5% | $2,822+63.0% | $5,352-14.0% |
| Admin fee / account holder | $5 | $6,382-99.9% | $4,499-99.9% | $9,540-99.9% |