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 8-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 | $21,772 | $190,805-88.6% | $159,960-86.4% | $134,475-83.8% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -19.53% | 552.23%-571.8pp | 408.60%-428.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,365 | $4,995-72.7% | $4,226-67.7% | $4,740-71.2% |
| Participant deferral / active EE | $4,442 | $6,923-35.8% | $6,182-28.2% | $6,400-30.6% |
| Admin fee / account holder | $100 | $10,471-99.0% | $8,698-98.9% | $11,426-99.1% |