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 | $54,238 | $167,307-67.6% | $143,757-62.3% | $134,475-59.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.99% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,080 | $5,619-45.2% | $4,951-37.8% | $4,740-35.0% |
| Participant deferral / active EE | $10,978 | $6,446+70.3% | $5,637+94.7% | $6,400+71.5% |
| Admin fee / account holder | $256 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |