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 | $17,838 | $106,543-83.3% | $91,220-80.4% | $134,475-86.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.88% | 160.60%-181.5pp | 114.01%-134.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,577 | $3,331+37.4% | $2,850+60.6% | $4,740-3.4% |
| Participant deferral / active EE | $9,929 | $4,719+110.4% | $4,234+134.5% | $6,400+55.1% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |