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 | $57,376 | $138,065-58.4% | $123,544-53.6% | $135,375-57.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.21% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $23,140 | $5,151+349.2% | $4,628+400.0% | $4,779+384.2% |
| Participant deferral / active EE | $12,837 | $6,799+88.8% | $6,426+99.8% | $5,609+128.9% |
| Admin fee / account holder | $188 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |