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 | $43,263 | $152,509-71.6% | $117,472-63.2% | $134,475-67.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.65% | 52.99%-69.6pp | 29.74%-46.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,022 | $5,571-45.7% | $4,176-27.6% | $4,740-36.2% |
| Participant deferral / active EE | $10,233 | $4,818+112.4% | $4,070+151.4% | $6,400+59.9% |
| Admin fee / account holder | $204 | $7,004-97.1% | $5,645-96.4% | $11,426-98.2% |