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 | $52,801 | $190,805-72.3% | $159,960-67.0% | $134,475-60.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.26% | 552.23%-567.5pp | 408.60%-423.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $15,324 | $4,995+206.8% | $4,226+262.6% | $4,740+223.3% |
| Participant deferral / active EE | $5,243 | $6,923-24.3% | $6,182-15.2% | $6,400-18.1% |
| Admin fee / account holder | $17 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |