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 6-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 | $25,023 | $190,805-86.9% | $159,960-84.4% | $134,475-81.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.37% | 552.23%-569.6pp | 408.60%-426.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,078 | $4,995-58.4% | $4,226-50.8% | $4,740-56.1% |
| Participant deferral / active EE | $6,157 | $6,923-11.1% | $6,182-0.4% | $6,400-3.8% |
| Admin fee / account holder | $207 | $10,471-98.0% | $8,698-97.6% | $11,426-98.2% |