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 9-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 | $24,415 | $95,971-74.6% | $74,550-67.3% | $135,375-82.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.39% | 56.96%-61.4pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,695 | $2,716+36.0% | $1,961+88.4% | $4,779-22.7% |
| Participant deferral / active EE | $7,421 | $3,843+93.1% | $3,108+138.8% | $5,609+32.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |