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 | $17,702 | $90,600-80.5% | $79,464-77.7% | $135,375-86.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 977.43%-986.5pp | 718.14%-727.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,740 | $3,068-10.7% | $2,800-2.2% | $4,779-42.7% |
| Participant deferral / active EE | $4,407 | $4,050+8.8% | $3,704+19.0% | $5,609-21.4% |
| Admin fee / account holder | $212 | $5,907-96.4% | $5,113-95.8% | $10,827-98.0% |