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 4-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 | $42,548 | $129,942-67.3% | $104,294-59.2% | $134,475-68.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.93% | 42.03%-56.0pp | 24.61%-38.5pp | 417.96%-431.9pp |
| Employer contribution / active EE | $7,916 | $4,184+89.2% | $3,372+134.8% | $4,740+67.0% |
| Participant deferral / active EE | $1,778 | $5,588-68.2% | $4,625-61.6% | $6,400-72.2% |
| Admin fee / account holder | $282 | $9,323-97.0% | $7,339-96.2% | $11,426-97.5% |