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 | $51,584 | $97,757-47.2% | $83,848-38.5% | $135,375-61.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.32% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $9,445 | $4,222+123.7% | $3,631+160.1% | $4,779+97.6% |
| Participant deferral / active EE | $11,786 | $4,682+151.7% | $4,082+188.8% | $5,609+110.1% |
| Admin fee / account holder | $205 | $6,674-96.9% | $5,478-96.3% | $10,827-98.1% |