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 | $38,153 | $106,543-64.2% | $91,220-58.2% | $134,475-71.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.33% | 160.60%-180.9pp | 114.01%-134.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,197 | $3,331-64.1% | $2,850-58.0% | $4,740-74.8% |
| Participant deferral / active EE | $10,046 | $4,719+112.9% | $4,234+137.3% | $6,400+57.0% |
| Admin fee / account holder | $60 | $6,231-99.0% | $5,420-98.9% | $11,426-99.5% |