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 | $38,436 | $133,958-71.3% | $112,228-65.8% | $134,475-71.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.80% | 47.11%-64.9pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,856 | $4,038+20.2% | $3,635+33.6% | $4,740+2.4% |
| Participant deferral / active EE | $7,383 | $5,291+39.5% | $4,728+56.2% | $6,400+15.4% |
| Admin fee / account holder | $159 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |