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 | $27,065 | $138,044-80.4% | $125,339-78.4% | $134,475-79.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.96% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,210 | $5,243+37.5% | $4,814+49.8% | $4,740+52.1% |
| Participant deferral / active EE | $5,913 | $7,799-24.2% | $7,446-20.6% | $6,400-7.6% |
| Admin fee / account holder | $78 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |