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 | $74,891 | $97,757-23.4% | $83,848-10.7% | $135,375-44.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.71% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $6,585 | $4,222+56.0% | $3,631+81.4% | $4,779+37.8% |
| Participant deferral / active EE | $3,694 | $4,682-21.1% | $4,082-9.5% | $5,609-34.1% |
| Admin fee / account holder | $200 | $6,674-97.0% | $5,478-96.4% | $10,827-98.2% |