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 5-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 | $40,702 | $133,958-69.6% | $112,228-63.7% | $134,475-69.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.35% | 47.11%-59.5pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,845 | $4,038-54.3% | $3,635-49.2% | $4,740-61.1% |
| Participant deferral / active EE | $13,500 | $5,291+155.2% | $4,728+185.5% | $6,400+110.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |