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 | $107,331 | $97,757+9.8% | $83,848+28.0% | $135,375-20.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.37% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,457 | $4,222-41.8% | $3,631-32.3% | $4,779-48.6% |
| Participant deferral / active EE | $4,790 | $4,682+2.3% | $4,082+17.4% | $5,609-14.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |