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 3-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 | $36,747 | $133,958-72.6% | $112,228-67.3% | $134,475-72.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.62% | 47.11%-61.7pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $12,896 | $4,038+219.4% | $3,635+254.8% | $4,740+172.1% |
| Participant deferral / active EE | $4,400 | $5,291-16.8% | $4,728-6.9% | $6,400-31.2% |
| Admin fee / account holder | $159 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |