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 | $58,764 | $133,958-56.1% | $112,228-47.6% | $134,475-56.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.14% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,413 | $4,038-15.5% | $3,635-6.1% | $4,740-28.0% |
| Participant deferral / active EE | $3,478 | $5,291-34.3% | $4,728-26.4% | $6,400-45.7% |
| Admin fee / account holder | $266 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |