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 6-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 | $16,490 | $133,958-87.7% | $112,228-85.3% | $134,475-87.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.27% | 47.11%-58.4pp | 27.45%-38.7pp | 417.96%-429.2pp |
| Employer contribution / active EE | $9,598 | $4,038+137.7% | $3,635+164.1% | $4,740+102.5% |
| Participant deferral / active EE | $4,038 | $5,291-23.7% | $4,728-14.6% | $6,400-36.9% |
| Admin fee / account holder | $106 | $7,489-98.6% | $6,410-98.3% | $11,426-99.1% |