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 | $63,945 | $106,543-40.0% | $91,220-29.9% | $134,475-52.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.41% | 160.60%-172.0pp | 114.01%-125.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,560 | $3,331-23.1% | $2,850-10.2% | $4,740-46.0% |
| Participant deferral / active EE | $6,835 | $4,719+44.8% | $4,234+61.4% | $6,400+6.8% |
| Admin fee / account holder | $151 | $6,231-97.6% | $5,420-97.2% | $11,426-98.7% |