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 | $29,459 | $129,942-77.3% | $104,294-71.8% | $134,475-78.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.50% | 42.03%-61.5pp | 24.61%-44.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,911 | $4,184-6.5% | $3,372+16.0% | $4,740-17.5% |
| Participant deferral / active EE | $11,594 | $5,588+107.5% | $4,625+150.7% | $6,400+81.2% |
| Admin fee / account holder | $42 | $9,323-99.5% | $7,339-99.4% | $11,426-99.6% |