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 | $20,603 | $92,703-77.8% | $82,719-75.1% | $134,475-84.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.07% | 944.92%-958.0pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $11,860 | $3,274+262.3% | $3,009+294.2% | $4,740+150.2% |
| Participant deferral / active EE | $6,750 | $4,802+40.6% | $4,395+53.6% | $6,400+5.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |