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 6-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 | $25,877 | $190,805-86.4% | $159,960-83.8% | $134,475-80.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.69% | 552.23%-568.9pp | 408.60%-425.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $9,148 | $4,995+83.1% | $4,226+116.5% | $4,740+93.0% |
| Participant deferral / active EE | $5,895 | $6,923-14.9% | $6,182-4.7% | $6,400-7.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |