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 | $25,615 | $64,707-60.4% | $112,228-77.2% | $68,494-62.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 924.82% | -11.40%+936.2pp | 27.45%+897.4pp | -7.84%+932.7pp |
| Employer contribution / active EE | $6,900 | $2,746+151.3% | $3,635+89.8% | $2,596+165.8% |
| Participant deferral / active EE | $3,768 | $3,565+5.7% | $4,728-20.3% | $4,027-6.4% |
| Admin fee / account holder | $158 | $5,232-97.0% | $6,410-97.5% | $5,403-97.1% |