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 | $77,565 | $190,805-59.3% | $159,960-51.5% | $134,475-42.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.31% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,615 | $4,995-27.6% | $4,226-14.4% | $4,740-23.7% |
| Participant deferral / active EE | $13,892 | $6,923+100.7% | $6,182+124.7% | $6,400+117.1% |
| Admin fee / account holder | $54 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |