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 | $38,450 | $117,690-67.3% | $71,735-46.4% | $134,475-71.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.84% | 25.44%-43.3pp | 9.14%-27.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,929 | $3,759+31.1% | $2,658+85.4% | $6,400-23.0% |
| Admin fee / account holder | $199 | $6,379-96.9% | $3,974-95.0% | $11,426-98.3% |