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 | $76,611 | $167,307-54.2% | $143,757-46.7% | $134,475-43.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $16,274 | $5,619+189.6% | $4,951+228.7% | $4,740+243.4% |
| Participant deferral / active EE | $13,051 | $6,446+102.5% | $5,637+131.5% | $6,400+103.9% |
| Admin fee / account holder | $57 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |