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 8-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 | $17,153 | $190,805-91.0% | $159,960-89.3% | $134,475-87.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.59% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,629 | $4,995-67.4% | $4,226-61.4% | $4,740-65.6% |
| Participant deferral / active EE | $3,491 | $6,923-49.6% | $6,182-43.5% | $6,400-45.4% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |