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 8-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 | $82,048 | $190,805-57.0% | $159,960-48.7% | $134,475-39.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.89% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,696 | $4,995-46.0% | $4,226-36.2% | $4,740-43.1% |
| Participant deferral / active EE | $14,100 | $6,923+103.7% | $6,182+128.1% | $6,400+120.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |