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 | $64,096 | $135,635-52.7% | $110,238-41.9% | $135,375-52.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.16% | 513.19%-515.4pp | 314.74%-316.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $15,620 | $4,906+218.4% | $3,826+308.2% | $4,779+226.9% |
| Participant deferral / active EE | $17,233 | $5,506+213.0% | $4,672+268.9% | $5,609+207.3% |
| Admin fee / account holder | $92 | $11,457-99.2% | $8,547-98.9% | $10,827-99.2% |