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 | $19,922 | $190,805-89.6% | $159,960-87.5% | $134,475-85.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.22% | 552.23%-571.5pp | 408.60%-427.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,642 | $4,995-47.1% | $4,226-37.5% | $4,740-44.3% |
| Participant deferral / active EE | $12,130 | $6,923+75.2% | $6,182+96.2% | $6,400+89.5% |
| Admin fee / account holder | $193 | $10,471-98.2% | $8,698-97.8% | $11,426-98.3% |