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 | $75,464 | $54,350+38.8% | $82,719-8.8% | $68,494+10.2% |
| Participation rate | 97.5% | 63.9%+33.6pp | 72.6%+24.9pp | 67.9%+29.6pp |
| Annual return | -16.27% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,959 | $2,218-11.7% | $3,009-34.9% | $2,596-24.5% |
| Participant deferral / active EE | $7,399 | $3,246+127.9% | $4,395+68.4% | $4,027+83.7% |
| Admin fee / account holder | $2 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |