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 | $21,960 | $104,106-78.9% | $71,086-69.1% | $135,375-83.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -1.11% | 1256.30%-1257.4pp | 650.59%-651.7pp | 519.73%-520.8pp |
| Employer contribution / active EE | $2,214 | $1,485+49.1% | $1,088+103.5% | $4,779-53.7% |
| Participant deferral / active EE | $9,100 | $2,527+260.1% | $1,874+385.5% | $5,609+62.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |