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 | $48,554 | $133,958-63.8% | $112,228-56.7% | $134,475-63.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.32% | 47.11%-65.4pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,011 | $4,038-50.2% | $3,635-44.7% | $4,740-57.6% |
| Participant deferral / active EE | $6,350 | $5,291+20.0% | $4,728+34.3% | $6,400-0.8% |
| Admin fee / account holder | $15 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |