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 8-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 | $41,146 | $129,942-68.3% | $104,294-60.5% | $134,475-69.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.37% | 42.03%-55.4pp | 24.61%-38.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,720 | $4,184-58.9% | $3,372-49.0% | $4,740-63.7% |
| Participant deferral / active EE | $6,028 | $5,588+7.9% | $4,625+30.3% | $6,400-5.8% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |