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 | $52,280 | $190,805-72.6% | $159,960-67.3% | $134,475-61.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.39% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,807 | $4,995-63.8% | $4,226-57.2% | $4,740-61.9% |
| Participant deferral / active EE | $9,760 | $6,923+41.0% | $6,182+57.9% | $6,400+52.5% |
| Admin fee / account holder | $12 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |