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 | $23,520 | $129,942-81.9% | $104,294-77.4% | $134,475-82.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.02% | 42.03%-60.1pp | 24.61%-42.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,408 | $4,184-18.6% | $3,372+1.1% | $4,740-28.1% |
| Participant deferral / active EE | $3,972 | $5,588-28.9% | $4,625-14.1% | $6,400-37.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |