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 | $77,764 | $95,862-18.9% | $79,550-2.2% | $134,475-42.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.28% | -2.69%-9.6pp | 0.16%-12.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $7,156 | $3,128+128.8% | $2,413+196.5% | $4,740+51.0% |
| Participant deferral / active EE | $7,931 | $4,693+69.0% | $3,985+99.0% | $6,400+23.9% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |