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 8-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 | $25,239 | $138,044-81.7% | $125,339-79.9% | $134,475-81.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.31% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,049 | $5,243-60.9% | $4,814-57.4% | $4,740-56.8% |
| Participant deferral / active EE | $5,538 | $7,799-29.0% | $7,446-25.6% | $6,400-13.5% |
| Admin fee / account holder | $262 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |