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 6-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 | $38,084 | $190,805-80.0% | $159,960-76.2% | $134,475-71.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.79% | 552.23%-561.0pp | 408.60%-417.4pp | 417.96%-426.8pp |
| Employer contribution / active EE | $10,182 | $4,995+103.8% | $4,226+141.0% | $4,740+114.8% |
| Participant deferral / active EE | $4,708 | $6,923-32.0% | $6,182-23.8% | $6,400-26.4% |
| Admin fee / account holder | $164 | $10,471-98.4% | $8,698-98.1% | $11,426-98.6% |