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 | $45,311 | $106,543-57.5% | $91,220-50.3% | $134,475-66.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -1.59% | 160.60%-162.2pp | 114.01%-115.6pp | 417.96%-419.6pp |
| Employer contribution / active EE | $41,793 | $3,331+1154.9% | $2,850+1366.4% | $4,740+781.8% |
| Participant deferral / active EE | $20,500 | $4,719+334.4% | $4,234+384.2% | $6,400+220.3% |
| Admin fee / account holder | $98 | $6,231-98.4% | $5,420-98.2% | $11,426-99.1% |