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 | $80,067 | $133,958-40.2% | $112,228-28.7% | $134,475-40.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.01% | 47.11%-67.1pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,361 | $4,038-16.8% | $3,635-7.5% | $4,740-29.1% |
| Participant deferral / active EE | $9,037 | $5,291+70.8% | $4,728+91.1% | $6,400+41.2% |
| Admin fee / account holder | $50 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |