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 7-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 | $18,926 | $133,958-85.9% | $112,228-83.1% | $134,475-85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.85% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,487 | $4,038-13.7% | $3,635-4.1% | $4,740-26.4% |
| Participant deferral / active EE | $4,842 | $5,291-8.5% | $4,728+2.4% | $6,400-24.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |