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 | $28,139 | $129,942-78.3% | $104,294-73.0% | $134,475-79.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.35% | 42.03%-56.4pp | 24.61%-39.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,005 | $4,184-28.2% | $3,372-10.9% | $4,740-36.6% |
| Participant deferral / active EE | $3,615 | $5,588-35.3% | $4,625-21.8% | $6,400-43.5% |
| Admin fee / account holder | $14 | $9,323-99.9% | $7,339-99.8% | $11,426-99.9% |