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 | $42,959 | $190,805-77.5% | $159,960-73.1% | $134,475-68.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.60% | 552.23%-566.8pp | 408.60%-423.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $10,390 | $4,995+108.0% | $4,226+145.9% | $4,740+119.2% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $245 | $10,471-97.7% | $8,698-97.2% | $11,426-97.9% |