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 8-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 | $41,057 | $152,509-73.1% | $117,472-65.0% | $134,475-69.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.21% | 52.99%-67.2pp | 29.74%-43.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,213 | $5,571-42.3% | $4,176-23.1% | $4,740-32.2% |
| Participant deferral / active EE | $11,900 | $4,818+147.0% | $4,070+192.4% | $6,400+85.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |