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 6-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 | $38,376 | $93,024-58.7% | $77,024-50.2% | $134,475-71.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.40% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $16,941 | $3,418+395.6% | $2,812+502.4% | $4,740+257.4% |
| Participant deferral / active EE | $10,400 | $5,238+98.6% | $4,426+135.0% | $6,400+62.5% |
| Admin fee / account holder | $7 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |