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 | $60,725 | $100,754-39.7% | $86,677-29.9% | $134,475-54.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.65% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,204 | $3,489-8.2% | $2,836+13.0% | $4,740-32.4% |
| Participant deferral / active EE | $8,050 | $5,338+50.8% | $4,656+72.9% | $6,400+25.8% |
| Admin fee / account holder | $34 | $10,926-99.7% | $7,493-99.5% | $11,426-99.7% |