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 9-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 | $14,190 | $104,106-86.4% | $71,086-80.0% | $135,375-89.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.39% | 1256.30%-1263.7pp | 650.59%-658.0pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,714 | $1,485+15.4% | $1,088+57.6% | $4,779-64.1% |
| Participant deferral / active EE | $5,629 | $2,527+122.7% | $1,874+200.3% | $5,609+0.4% |
| Admin fee / account holder | $220 | $4,142-94.7% | $3,082-92.9% | $10,827-98.0% |