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 8-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 | $67,949 | $129,942-47.7% | $104,294-34.8% | $134,475-49.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.04% | 42.03%-62.1pp | 24.61%-44.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,751 | $4,184-34.3% | $3,372-18.4% | $4,740-42.0% |
| Participant deferral / active EE | $8,360 | $5,588+49.6% | $4,625+80.8% | $6,400+30.6% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |