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 3-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 | $25,167 | $100,754-75.0% | $86,677-71.0% | $134,475-81.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.88% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,400 | $3,489+26.1% | $2,836+55.1% | $4,740-7.2% |
| Participant deferral / active EE | $2,200 | $5,338-58.8% | $4,656-52.7% | $6,400-65.6% |
| Admin fee / account holder | $101 | $10,926-99.1% | $7,493-98.7% | $11,426-99.1% |