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 | $13,361 | $106,543-87.5% | $91,220-85.4% | $134,475-90.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.40% | 160.60%-171.0pp | 114.01%-124.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,716 | $3,331+41.6% | $2,850+65.5% | $4,740-0.5% |
| Participant deferral / active EE | $1,506 | $4,719-68.1% | $4,234-64.4% | $6,400-76.5% |
| Admin fee / account holder | $236 | $6,231-96.2% | $5,420-95.7% | $11,426-97.9% |