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 | $17,241 | $27,641-37.6% | $61,373-71.9% | $68,494-74.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | 169.67% | -13.24%+182.9pp | 338.61%-168.9pp | -7.84%+177.5pp |
| Employer contribution / active EE | $1,947 | $695+180.0% | $1,159+68.0% | $2,596-25.0% |
| Participant deferral / active EE | $2,478 | $1,263+96.2% | $2,125+16.6% | $4,027-38.5% |
| Admin fee / account holder | $182 | $2,010-90.9% | $2,130-91.4% | $5,403-96.6% |