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 8-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 | $51,000 | $133,958-61.9% | $112,228-54.6% | $134,475-62.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.65% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $12,972 | $4,038+221.2% | $3,635+256.9% | $4,740+173.7% |
| Participant deferral / active EE | $9,698 | $5,291+83.3% | $4,728+105.1% | $6,400+51.5% |
| Admin fee / account holder | $25 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |