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 | $69,603 | $152,509-54.4% | $117,472-40.7% | $134,475-48.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.93% | 52.99%-69.9pp | 29.74%-46.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,825 | $5,571+40.5% | $4,176+87.4% | $4,740+65.1% |
| Participant deferral / active EE | $8,919 | $4,818+85.1% | $4,070+119.1% | $6,400+39.4% |
| Admin fee / account holder | $18 | $7,004-99.7% | $5,645-99.7% | $11,426-99.8% |