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 | $35,151 | $129,942-72.9% | $104,294-66.3% | $134,475-73.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.75% | 42.03%-61.8pp | 24.61%-44.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,602 | $4,184-37.8% | $3,372-22.8% | $4,740-45.1% |
| Participant deferral / active EE | $8,279 | $5,588+48.2% | $4,625+79.0% | $6,400+29.4% |
| Admin fee / account holder | $268 | $9,323-97.1% | $7,339-96.3% | $11,426-97.7% |