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 | $80,896 | $105,860-23.6% | $90,749-10.9% | $134,475-39.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.00% | -11.01%-7.0pp | -12.16%-5.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,554 | $3,462-55.1% | $2,921-46.8% | $4,740-67.2% |
| Participant deferral / active EE | $1,963 | $5,216-62.4% | $4,564-57.0% | $6,400-69.3% |
| Admin fee / account holder | $19 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |