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 10-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 | $22,917 | $190,805-88.0% | $159,960-85.7% | $134,475-83.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.57% | 552.23%-558.8pp | 408.60%-415.2pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,373 | $4,995-72.5% | $4,226-67.5% | $4,740-71.0% |
| Participant deferral / active EE | $4,176 | $6,923-39.7% | $6,182-32.5% | $6,400-34.8% |
| Admin fee / account holder | $52 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |