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 | $38,809 | $190,805-79.7% | $159,960-75.7% | $134,475-71.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.07% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,526 | $4,995-69.4% | $4,226-63.9% | $4,740-67.8% |
| Participant deferral / active EE | $10,483 | $6,923+51.4% | $6,182+69.6% | $6,400+63.8% |
| Admin fee / account holder | $25 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |