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 7-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 | $48,282 | $129,942-62.8% | $104,294-53.7% | $134,475-64.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -2.62% | 42.03%-44.6pp | 24.61%-27.2pp | 417.96%-420.6pp |
| Employer contribution / active EE | $7,438 | $4,184+77.8% | $3,372+120.6% | $4,740+56.9% |
| Participant deferral / active EE | $4,103 | $5,588-26.6% | $4,625-11.3% | $6,400-35.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |