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 | $28,905 | $67,331-57.1% | $60,874-52.5% | $134,475-78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.21% | 49.93%-60.1pp | 16.90%-27.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,268 | $3,096-26.7% | $2,701-16.0% | $4,740-52.1% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |