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 | $24,180 | $190,805-87.3% | $159,960-84.9% | $134,475-82.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.72% | 552.23%-555.0pp | 408.60%-411.3pp | 417.96%-420.7pp |
| Employer contribution / active EE | $10,175 | $4,995+103.7% | $4,226+140.8% | $4,740+114.7% |
| Participant deferral / active EE | $10,250 | $6,923+48.1% | $6,182+65.8% | $6,400+60.2% |
| Admin fee / account holder | $3 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |