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 | $14,680 | $97,757-85.0% | $83,848-82.5% | $135,375-89.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.58% | 1287.37%-1295.9pp | 850.88%-859.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,777 | $4,222-10.5% | $3,631+4.0% | $4,779-21.0% |
| Participant deferral / active EE | $5,032 | $4,682+7.5% | $4,082+23.3% | $5,609-10.3% |
| Admin fee / account holder | $186 | $6,674-97.2% | $5,478-96.6% | $10,827-98.3% |