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 | $28,596 | $100,754-71.6% | $86,677-67.0% | $134,475-78.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.08% | 29.04%-48.1pp | 35.91%-55.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,365 | $3,489-32.2% | $2,836-16.6% | $4,740-50.1% |
| Participant deferral / active EE | $8,360 | $5,338+56.6% | $4,656+79.6% | $6,400+30.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |