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 10-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 | $72,391 | $133,958-46.0% | $112,228-35.5% | $134,475-46.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.82% | 47.11%-66.9pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,659 | $4,038-34.2% | $3,635-26.8% | $4,740-43.9% |
| Participant deferral / active EE | $9,617 | $5,291+81.8% | $4,728+103.4% | $6,400+50.3% |
| Admin fee / account holder | $124 | $7,489-98.3% | $6,410-98.1% | $11,426-98.9% |