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 | $94,208 | $93,024+1.3% | $77,024+22.3% | $134,475-29.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.75% | 62.60%-78.3pp | 42.32%-58.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,096 | $3,418-38.7% | $2,812-25.5% | $4,740-55.8% |
| Participant deferral / active EE | $4,289 | $5,238-18.1% | $4,426-3.1% | $6,400-33.0% |
| Admin fee / account holder | $25 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |