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 | $63,136 | $95,971-34.2% | $74,550-15.3% | $135,375-53.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.52% | 56.96%-61.5pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,044 | $2,716+48.9% | $1,961+106.3% | $4,779-15.4% |
| Participant deferral / active EE | $5,852 | $3,843+52.3% | $3,108+88.3% | $5,609+4.3% |
| Admin fee / account holder | $61 | $6,522-99.1% | $5,060-98.8% | $10,827-99.4% |