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 | $35,906 | $133,958-73.2% | $112,228-68.0% | $134,475-73.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.74% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,930 | $4,038-27.4% | $3,635-19.4% | $4,740-38.2% |
| Participant deferral / active EE | $9,055 | $5,291+71.1% | $4,728+91.5% | $6,400+41.5% |
| Admin fee / account holder | $16 | $7,489-99.8% | $6,410-99.7% | $11,426-99.9% |