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 | $30,735 | $106,543-71.2% | $91,220-66.3% | $134,475-77.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.04% | 160.60%-180.6pp | 114.01%-134.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $22,389 | $3,331+572.2% | $2,850+685.6% | $4,740+372.4% |
| Participant deferral / active EE | $12,310 | $4,719+160.9% | $4,234+190.8% | $6,400+92.4% |
| Admin fee / account holder | $256 | $6,231-95.9% | $5,420-95.3% | $11,426-97.8% |