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 | $13,733 | $152,509-91.0% | $117,472-88.3% | $134,475-89.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.88% | 52.99%-71.9pp | 29.74%-48.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,706 | $5,571-33.5% | $4,176-11.2% | $4,740-21.8% |
| Participant deferral / active EE | $6,847 | $4,818+42.1% | $4,070+68.2% | $6,400+7.0% |
| Admin fee / account holder | $115 | $7,004-98.4% | $5,645-98.0% | $11,426-99.0% |