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 7-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 | $85,865 | $133,958-35.9% | $112,228-23.5% | $134,475-36.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.89% | 47.11%-48.0pp | 27.45%-28.3pp | 417.96%-418.9pp |
| Employer contribution / active EE | $16,210 | $4,038+301.4% | $3,635+346.0% | $4,740+242.0% |
| Participant deferral / active EE | $9,893 | $5,291+87.0% | $4,728+109.3% | $6,400+54.6% |
| Admin fee / account holder | $117 | $7,489-98.4% | $6,410-98.2% | $11,426-99.0% |