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 | $61,403 | $67,331-8.8% | $60,874+0.9% | $134,475-54.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.19% | 49.93%-70.1pp | 16.90%-37.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,080 | $3,096+31.8% | $2,701+51.0% | $4,740-13.9% |
| Participant deferral / active EE | $8,160 | $4,538+79.8% | $3,817+113.8% | $6,400+27.5% |
| Admin fee / account holder | $274 | $4,582-94.0% | $3,224-91.5% | $11,426-97.6% |