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 9-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 | $11,658 | $90,600-87.1% | $79,464-85.3% | $135,375-91.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.14% | 977.43%-977.6pp | 718.14%-718.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $3,293 | $3,068+7.3% | $2,800+17.6% | $4,779-31.1% |
| Participant deferral / active EE | $4,117 | $4,050+1.6% | $3,704+11.2% | $5,609-26.6% |
| Admin fee / account holder | $7 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |