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 | $87,780 | $100,754-12.9% | $86,677+1.3% | $134,475-34.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.54% | 29.04%-46.6pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,185 | $3,489+19.9% | $2,836+47.5% | $4,740-11.7% |
| Participant deferral / active EE | $11,399 | $5,338+113.6% | $4,656+144.8% | $6,400+78.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |