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 | $28,546 | $93,024-69.3% | $77,024-62.9% | $134,475-78.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.86% | 62.60%-74.5pp | 42.32%-54.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $9,119 | $3,418+166.8% | $2,812+224.3% | $4,740+92.4% |
| Participant deferral / active EE | $6,190 | $5,238+18.2% | $4,426+39.9% | $6,400-3.3% |
| Admin fee / account holder | $138 | $6,944-98.0% | $5,425-97.5% | $11,426-98.8% |