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 9-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 | $30,114 | $56,835-47.0% | - | $135,375-77.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -7.50% | 2630.74%-2638.2pp | - | 519.73%-527.2pp |
| Employer contribution / active EE | $3,095 | $2,734+13.2% | - | $4,779-35.2% |
| Participant deferral / active EE | $5,339 | $3,681+45.1% | - | $5,609-4.8% |
| Admin fee / account holder | $15 | $1,586-99.1% | - | $10,827-99.9% |