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 | $45,311 | $142,344-68.2% | $119,609-62.1% | $134,475-66.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.72% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $6,054 | $5,222+15.9% | $4,232+43.1% | $4,740+27.7% |
| Participant deferral / active EE | $20,510 | $6,469+217.0% | $5,602+266.1% | $6,400+220.5% |
| Admin fee / account holder | $223 | $13,584-98.4% | $10,323-97.8% | $11,426-98.0% |