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 10-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 | $48,407 | $133,958-63.9% | $112,228-56.9% | $134,475-64.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.49% | 47.11%-61.6pp | 27.45%-41.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,268 | $4,038-43.8% | $3,635-37.6% | $4,740-52.2% |
| Participant deferral / active EE | $7,834 | $5,291+48.1% | $4,728+65.7% | $6,400+22.4% |
| Admin fee / account holder | $125 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |