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 8-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 | $67,134 | $167,307-59.9% | $143,757-53.3% | $134,475-50.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.62% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $10,043 | $5,619+78.7% | $4,951+102.8% | $4,740+111.9% |
| Participant deferral / active EE | $3,875 | $6,446-39.9% | $5,637-31.3% | $6,400-39.5% |
| Admin fee / account holder | $263 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |