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 6-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 | $38,571 | $133,958-71.2% | $112,228-65.6% | $134,475-71.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.25% | 47.11%-67.4pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,354 | $4,038-41.7% | $3,635-35.2% | $4,740-50.3% |
| Participant deferral / active EE | $13,300 | $5,291+151.4% | $4,728+181.3% | $6,400+107.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |