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 | $38,809 | $92,703-58.1% | $82,719-53.1% | $134,475-71.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.28% | 944.92%-962.2pp | 701.18%-718.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,445 | $3,274+5.2% | $3,009+14.5% | $4,740-27.3% |
| Participant deferral / active EE | $6,750 | $4,802+40.6% | $4,395+53.6% | $6,400+5.5% |
| Admin fee / account holder | $294 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |