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 | $64,673 | $90,600-28.6% | $79,464-18.6% | $135,375-52.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.23% | 977.43%-986.7pp | 718.14%-727.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,958 | $3,068-36.2% | $2,800-30.1% | $4,779-59.0% |
| Participant deferral / active EE | $2,336 | $4,050-42.3% | $3,704-36.9% | $5,609-58.4% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |