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 | $7,734 | $92,703-91.7% | $82,719-90.6% | $134,475-94.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.53% | 944.92%-952.4pp | 701.18%-708.7pp | 417.96%-425.5pp |
| Employer contribution / active EE | $2,624 | $3,274-19.9% | $3,009-12.8% | $4,740-44.6% |
| Participant deferral / active EE | $2,689 | $4,802-44.0% | $4,395-38.8% | $6,400-58.0% |
| Admin fee / account holder | $161 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |