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 | $20,109 | $88,594-77.3% | $70,092-71.3% | $134,475-85.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.20% | 442.67%-462.9pp | 190.73%-210.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $6,048 | $3,233+87.1% | $2,559+136.3% | $4,740+27.6% |
| Participant deferral / active EE | $4,060 | $4,772-14.9% | $3,849+5.5% | $6,400-36.6% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |