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 9-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 | $43,976 | $152,509-71.2% | $117,472-62.6% | $134,475-67.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.58% | 52.99%-70.6pp | 29.74%-47.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,316 | $5,571-58.4% | $4,176-44.5% | $4,740-51.1% |
| Participant deferral / active EE | $7,847 | $4,818+62.9% | $4,070+92.8% | $6,400+22.6% |
| Admin fee / account holder | $65 | $7,004-99.1% | $5,645-98.8% | $11,426-99.4% |