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 8-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 | $38,537 | $67,331-42.8% | $60,874-36.7% | $134,475-71.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -0.98% | 49.93%-50.9pp | 16.90%-17.9pp | 417.96%-418.9pp |
| Employer contribution / active EE | $1,379 | $3,096-55.5% | $2,701-49.0% | $4,740-70.9% |
| Participant deferral / active EE | $1,358 | $4,538-70.1% | $3,817-64.4% | $6,400-78.8% |
| Admin fee / account holder | $252 | $4,582-94.5% | $3,224-92.2% | $11,426-97.8% |