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 | $30,351 | $95,862-68.3% | $79,550-61.8% | $134,475-77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.61% | -2.69%-16.9pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,842 | $3,128+54.8% | $2,413+100.7% | $4,740+2.2% |
| Participant deferral / active EE | $2,642 | $4,693-43.7% | $3,985-33.7% | $6,400-58.7% |
| Admin fee / account holder | $65 | $9,126-99.3% | $6,832-99.1% | $11,426-99.4% |