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 10-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 | $55,909 | $133,958-58.3% | $112,228-50.2% | $134,475-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.36% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,549 | $4,038+37.4% | $3,635+52.7% | $4,740+17.1% |
| Participant deferral / active EE | $9,301 | $5,291+75.8% | $4,728+96.7% | $6,400+45.3% |
| Admin fee / account holder | $26 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |