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 | $38,954 | $95,971-59.4% | $74,550-47.7% | $135,375-71.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.07% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,627 | $2,716-3.3% | $1,961+34.0% | $4,779-45.0% |
| Participant deferral / active EE | $13,265 | $3,843+245.1% | $3,108+326.8% | $5,609+136.5% |
| Admin fee / account holder | $11 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |