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 | $42,628 | $167,307-74.5% | $143,757-70.3% | $134,475-68.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.47% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $9,297 | $5,619+65.5% | $4,951+87.8% | $4,740+96.2% |
| Participant deferral / active EE | $3,831 | $6,446-40.6% | $5,637-32.0% | $6,400-40.1% |
| Admin fee / account holder | $238 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |