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 5-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 | $12,213 | $99,640-87.7% | $86,436-85.9% | $134,475-90.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.23% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,058 | $4,400-53.2% | $3,769-45.4% | $4,740-56.6% |
| Participant deferral / active EE | $3,886 | $7,246-46.4% | $6,952-44.1% | $6,400-39.3% |
| Admin fee / account holder | $22 | $8,371-99.7% | $6,731-99.7% | $11,426-99.8% |