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 | $36,365 | $93,024-60.9% | $77,024-52.8% | $134,475-73.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.82% | 62.60%-77.4pp | 42.32%-57.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,886 | $3,418+130.7% | $2,812+180.4% | $4,740+66.4% |
| Participant deferral / active EE | $5,672 | $5,238+8.3% | $4,426+28.1% | $6,400-11.4% |
| Admin fee / account holder | $105 | $6,944-98.5% | $5,425-98.1% | $11,426-99.1% |