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 | $44,893 | $67,331-33.3% | $60,874-26.3% | $134,475-66.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.06% | 49.93%-68.0pp | 16.90%-35.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,934 | $3,096+27.0% | $2,701+45.6% | $4,740-17.0% |
| Participant deferral / active EE | $3,934 | $4,538-13.3% | $3,817+3.1% | $6,400-38.5% |
| Admin fee / account holder | $237 | $4,582-94.8% | $3,224-92.7% | $11,426-97.9% |