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 | $26,655 | $190,805-86.0% | $159,960-83.3% | $134,475-80.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.19% | 552.23%-561.4pp | 408.60%-417.8pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,084 | $4,995-58.3% | $4,226-50.7% | $4,740-56.0% |
| Participant deferral / active EE | $4,059 | $6,923-41.4% | $6,182-34.3% | $6,400-36.6% |
| Admin fee / account holder | $33 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |