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 9-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 | $35,632 | $92,703-61.6% | $82,719-56.9% | $134,475-73.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.70% | 944.92%-954.6pp | 701.18%-710.9pp | 417.96%-427.7pp |
| Employer contribution / active EE | $5,943 | $3,274+81.5% | $3,009+97.5% | $4,740+25.4% |
| Participant deferral / active EE | $1,050 | $4,802-78.1% | $4,395-76.1% | $6,400-83.6% |
| Admin fee / account holder | $108 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |