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 | $12,624 | $84,402-85.0% | $61,373-79.4% | $134,475-90.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.60% | 584.55%-600.1pp | 338.61%-354.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,112 | $1,544+295.7% | $1,159+427.1% | $4,740+28.9% |
| Participant deferral / active EE | $4,972 | $2,819+76.4% | $2,125+134.0% | $6,400-22.3% |
| Admin fee / account holder | $287 | $2,585-88.9% | $2,130-86.5% | $11,426-97.5% |