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 7-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 | $28,272 | $93,024-69.6% | $77,024-63.3% | $134,475-79.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.03% | 62.60%-79.6pp | 42.32%-59.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,184 | $3,418-36.1% | $2,812-22.3% | $4,740-53.9% |
| Participant deferral / active EE | $6,157 | $5,238+17.5% | $4,426+39.1% | $6,400-3.8% |
| Admin fee / account holder | $96 | $6,944-98.6% | $5,425-98.2% | $11,426-99.2% |