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 | $9,371 | $93,024-89.9% | $77,024-87.8% | $134,475-93.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.14% | 62.60%-82.7pp | 42.32%-62.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,879 | $3,418-45.0% | $2,812-33.2% | $4,740-60.4% |
| Participant deferral / active EE | $11,659 | $5,238+122.6% | $4,426+163.4% | $6,400+82.2% |
| Admin fee / account holder | $163 | $6,944-97.6% | $5,425-97.0% | $11,426-98.6% |