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 5-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 | $13,073 | $133,958-90.2% | $112,228-88.4% | $134,475-90.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.83% | 47.11%-47.9pp | 27.45%-28.3pp | 417.96%-418.8pp |
| Employer contribution / active EE | $4,559 | $4,038+12.9% | $3,635+25.4% | $4,740-3.8% |
| Participant deferral / active EE | $4,500 | $5,291-14.9% | $4,728-4.8% | $6,400-29.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |