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 | $33,362 | $190,805-82.5% | $159,960-79.1% | $134,475-75.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.42% | 552.23%-570.7pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $931 | $4,995-81.4% | $4,226-78.0% | $4,740-80.4% |
| Participant deferral / active EE | $16,865 | $6,923+143.6% | $6,182+172.8% | $6,400+163.5% |
| Admin fee / account holder | $239 | $10,471-97.7% | $8,698-97.2% | $11,426-97.9% |