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 | $54,018 | $95,862-43.7% | $79,550-32.1% | $134,475-59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.53% | -2.69%-17.8pp | 0.16%-20.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $6,418 | $3,128+105.2% | $2,413+166.0% | $4,740+35.4% |
| Participant deferral / active EE | $11,333 | $4,693+141.5% | $3,985+184.4% | $6,400+77.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |