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 | $54,098 | $142,344-62.0% | $119,609-54.8% | $134,475-59.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.26% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,950 | $5,222-62.7% | $4,232-53.9% | $4,740-58.9% |
| Participant deferral / active EE | $2,437 | $6,469-62.3% | $5,602-56.5% | $6,400-61.9% |
| Admin fee / account holder | $40 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |