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 | $47,122 | $78,694-40.1% | $67,652-30.3% | $125,391-62.4% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | -0.71% | 9.46%-10.2pp | 6625.04%-6625.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,125 | $3,044-63.0% | $2,266-50.3% | $4,866-76.9% |
| Participant deferral / active EE | $3,008 | $4,292-29.9% | $3,560-15.5% | $5,352-43.8% |
| Admin fee / account holder | $4 | $7,403-99.9% | $4,821-99.9% | $9,540-100.0% |