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 5-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 | $44,245 | $67,331-34.3% | $60,874-27.3% | $134,475-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.72% | 49.93%-68.7pp | 16.90%-35.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $8,169 | $3,096+163.8% | $2,701+202.4% | $4,740+72.3% |
| Participant deferral / active EE | $17,408 | $4,538+283.6% | $3,817+356.1% | $6,400+172.0% |
| Admin fee / account holder | $217 | $4,582-95.3% | $3,224-93.3% | $11,426-98.1% |