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 | $90,068 | $190,805-52.8% | $159,960-43.7% | $134,475-33.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.02% | 552.23%-570.3pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $21,477 | $4,995+330.0% | $4,226+408.2% | $4,740+353.1% |
| Participant deferral / active EE | $15,720 | $6,923+127.1% | $6,182+154.3% | $6,400+145.6% |
| Admin fee / account holder | $190 | $10,471-98.2% | $8,698-97.8% | $11,426-98.3% |