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 | $7,859 | $84,402-90.7% | $61,373-87.2% | $134,475-94.2% |
| Participation rate | 76.2% | 62.2%+14.0pp | 52.6%+23.6pp | 81.2%-5.0pp |
| Annual return | -19.71% | 584.55%-604.3pp | 338.61%-358.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,770 | $1,544+79.4% | $1,159+139.0% | $4,740-41.5% |
| Participant deferral / active EE | $2,571 | $2,819-8.8% | $2,125+21.0% | $6,400-59.8% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |