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 | $22,277 | $106,115-79.0% | $85,969-74.1% | $125,391-82.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.12% | 13.93%-17.0pp | 9.32%-12.4pp | 282.22%-285.3pp |
| Employer contribution / active EE | $4,120 | $4,537-9.2% | $3,474+18.6% | $4,866-15.3% |
| Participant deferral / active EE | $10,300 | $4,859+112.0% | $3,829+169.0% | $5,352+92.5% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |