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 | $41,221 | $133,958-69.2% | $112,228-63.3% | $134,475-69.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.05% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,111 | $4,038-72.5% | $3,635-69.4% | $4,740-76.6% |
| Participant deferral / active EE | $14,045 | $5,291+165.5% | $4,728+197.1% | $6,400+119.5% |
| Admin fee / account holder | $298 | $7,489-96.0% | $6,410-95.3% | $11,426-97.4% |