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 8-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 | $17,209 | $190,805-91.0% | $159,960-89.2% | $134,475-87.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.59% | 552.23%-570.8pp | 408.60%-427.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,968 | $4,995-60.6% | $4,226-53.4% | $4,740-58.5% |
| Participant deferral / active EE | $2,364 | $6,923-65.9% | $6,182-61.8% | $6,400-63.1% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |