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 | $62,084 | $105,860-41.4% | $90,749-31.6% | $134,475-53.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -0.67% | -11.01%+10.3pp | -12.16%+11.5pp | 417.96%-418.6pp |
| Employer contribution / active EE | $5,457 | $3,462+57.6% | $2,921+86.8% | $4,740+15.1% |
| Participant deferral / active EE | $8,399 | $5,216+61.0% | $4,564+84.0% | $6,400+31.2% |
| Admin fee / account holder | $98 | $13,938-99.3% | $8,445-98.8% | $11,426-99.1% |