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 8-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 | $52,931 | $133,958-60.5% | $112,228-52.8% | $134,475-60.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.30% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,237 | $4,038-44.6% | $3,635-38.5% | $4,740-52.8% |
| Participant deferral / active EE | $4,550 | $5,291-14.0% | $4,728-3.8% | $6,400-28.9% |
| Admin fee / account holder | $291 | $7,489-96.1% | $6,410-95.5% | $11,426-97.5% |