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 | $95,621 | $67,331+42.0% | $60,874+57.1% | $134,475-28.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.18% | 49.93%-69.1pp | 16.90%-36.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,825 | $3,096-41.1% | $2,701-32.4% | $4,740-61.5% |
| Participant deferral / active EE | $11,896 | $4,538+162.1% | $3,817+211.7% | $6,400+85.9% |
| Admin fee / account holder | $175 | $4,582-96.2% | $3,224-94.6% | $11,426-98.5% |