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 | $31,928 | $67,331-52.6% | $60,874-47.6% | $134,475-76.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.1%+11.5pp | 81.2%+3.4pp |
| Annual return | -8.71% | 49.93%-58.6pp | 16.90%-25.6pp | 417.96%-426.7pp |
| Employer contribution / active EE | $8,154 | $3,096+163.3% | $2,701+201.8% | $4,740+72.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $113 | $4,582-97.5% | $3,224-96.5% | $11,426-99.0% |