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 9-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 | $22,209 | $133,958-83.4% | $112,228-80.2% | $134,475-83.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.91% | 47.11%-64.0pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,898 | $4,038-28.2% | $3,635-20.3% | $4,740-38.9% |
| Participant deferral / active EE | $8,488 | $5,291+60.4% | $4,728+79.5% | $6,400+32.6% |
| Admin fee / account holder | $16 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |