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 6-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 | $22,044 | $104,106-78.8% | $71,086-69.0% | $135,375-83.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.60% | 1256.30%-1262.9pp | 650.59%-657.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,359 | $1,485+395.5% | $1,088+576.5% | $4,779+54.0% |
| Participant deferral / active EE | $5,719 | $2,527+126.3% | $1,874+205.2% | $5,609+2.0% |
| Admin fee / account holder | $269 | $4,142-93.5% | $3,082-91.3% | $10,827-97.5% |