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 | $41,556 | $88,594-53.1% | $70,092-40.7% | $134,475-69.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.87% | 442.67%-462.5pp | 190.73%-210.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,863 | $3,233+50.4% | $2,559+90.1% | $4,740+2.6% |
| Participant deferral / active EE | $12,159 | $4,772+154.8% | $3,849+215.9% | $6,400+90.0% |
| Admin fee / account holder | $262 | $10,441-97.5% | $6,267-95.8% | $11,426-97.7% |