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 6-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 | $35,055 | $133,958-73.8% | $112,228-68.8% | $134,475-73.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.71% | 47.11%-63.8pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $10,531 | $4,038+160.8% | $3,635+189.7% | $4,740+122.2% |
| Participant deferral / active EE | $11,353 | $5,291+114.6% | $4,728+140.1% | $6,400+77.4% |
| Admin fee / account holder | $242 | $7,489-96.8% | $6,410-96.2% | $11,426-97.9% |