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 5-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 | $29,257 | $67,331-56.5% | $60,874-51.9% | $134,475-78.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.57% | 49.93%-66.5pp | 16.90%-33.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,046 | $3,096+95.3% | $2,701+123.8% | $4,740+27.6% |
| Participant deferral / active EE | $13,338 | $4,538+193.9% | $3,817+249.5% | $6,400+108.4% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |