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 | $90,697 | $152,509-40.5% | $117,472-22.8% | $134,475-32.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.39% | 52.99%-63.4pp | 29.74%-40.1pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,970 | $5,571-10.8% | $4,176+19.0% | $4,740+4.9% |
| Participant deferral / active EE | $10,250 | $4,818+112.8% | $4,070+151.8% | $6,400+60.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |