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 | $17,303 | $190,805-90.9% | $159,960-89.2% | $134,475-87.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.58% | 552.23%-554.8pp | 408.60%-411.2pp | 417.96%-420.5pp |
| Employer contribution / active EE | $6,231 | $4,995+24.7% | $4,226+47.4% | $4,740+31.5% |
| Participant deferral / active EE | $4,482 | $6,923-35.3% | $6,182-27.5% | $6,400-30.0% |
| Admin fee / account holder | $10 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |