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 | $36,734 | $133,958-72.6% | $112,228-67.3% | $134,475-72.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.70% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,115 | $4,038-72.4% | $3,635-69.3% | $4,740-76.5% |
| Participant deferral / active EE | $9,291 | $5,291+75.6% | $4,728+96.5% | $6,400+45.2% |
| Admin fee / account holder | $207 | $7,489-97.2% | $6,410-96.8% | $11,426-98.2% |