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 | $29,864 | $133,958-77.7% | $112,228-73.4% | $134,475-77.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.00% | 47.11%-67.1pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $7,696 | $4,038+90.6% | $3,635+111.7% | $4,740+62.4% |
| Participant deferral / active EE | $5,247 | $5,291-0.8% | $4,728+11.0% | $6,400-18.0% |
| Admin fee / account holder | $259 | $7,489-96.5% | $6,410-96.0% | $11,426-97.7% |