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 | $11,707 | $106,543-89.0% | $91,220-87.2% | $134,475-91.3% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -19.42% | 160.60%-180.0pp | 114.01%-133.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $6,773 | $3,331+103.4% | $2,850+137.7% | $4,740+42.9% |
| Participant deferral / active EE | $3,943 | $4,719-16.4% | $4,234-6.9% | $6,400-38.4% |
| Admin fee / account holder | $79 | $6,231-98.7% | $5,420-98.5% | $11,426-99.3% |