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 10-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 | $39,420 | $133,958-70.6% | $112,228-64.9% | $134,475-70.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.57% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $11,455 | $4,038+183.7% | $3,635+215.2% | $4,740+141.7% |
| Participant deferral / active EE | $9,650 | $5,291+82.4% | $4,728+104.1% | $6,400+50.8% |
| Admin fee / account holder | $197 | $7,489-97.4% | $6,410-96.9% | $11,426-98.3% |