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 5-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 | $38,399 | $67,331-43.0% | $60,874-36.9% | $134,475-71.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.66% | 49.93%-63.6pp | 16.90%-30.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $12,862 | $3,096+315.4% | $2,701+376.1% | $4,740+171.4% |
| Participant deferral / active EE | $9,149 | $4,538+101.6% | $3,817+139.7% | $6,400+43.0% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |