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 7-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 | $111,310 | $190,805-41.7% | $159,960-30.4% | $134,475-17.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -3.61% | 552.23%-555.8pp | 408.60%-412.2pp | 417.96%-421.6pp |
| Employer contribution / active EE | $27,465 | $4,995+449.8% | $4,226+549.9% | $4,740+479.5% |
| Participant deferral / active EE | $18,000 | $6,923+160.0% | $6,182+191.1% | $6,400+181.3% |
| Admin fee / account holder | $18 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |