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 7-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 | $43,195 | $190,805-77.4% | $159,960-73.0% | $134,475-67.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.17% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $9,727 | $4,995+94.7% | $4,226+130.2% | $4,740+105.2% |
| Participant deferral / active EE | $21,944 | $6,923+217.0% | $6,182+254.9% | $6,400+242.9% |
| Admin fee / account holder | $53 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |