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 | $63,612 | $152,509-58.3% | $117,472-45.8% | $134,475-52.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.40% | 52.99%-63.4pp | 29.74%-40.1pp | 417.96%-428.4pp |
| Employer contribution / active EE | $6,298 | $5,571+13.1% | $4,176+50.8% | $4,740+32.9% |
| Participant deferral / active EE | $8,994 | $4,818+86.7% | $4,070+121.0% | $6,400+40.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |