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 | $53,288 | $133,958-60.2% | $112,228-52.5% | $134,475-60.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.14% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,074 | $4,038-23.9% | $3,635-15.4% | $4,740-35.1% |
| Participant deferral / active EE | $11,159 | $5,291+110.9% | $4,728+136.0% | $6,400+74.4% |
| Admin fee / account holder | $106 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |