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 9-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 | $48,243 | $105,860-54.4% | $90,749-46.8% | $134,475-64.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.82% | -11.01%-3.8pp | -12.16%-2.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,014 | $3,462-41.8% | $2,921-31.1% | $4,740-57.5% |
| Participant deferral / active EE | $4,418 | $5,216-15.3% | $4,564-3.2% | $6,400-31.0% |
| Admin fee / account holder | $121 | $13,938-99.1% | $8,445-98.6% | $11,426-98.9% |