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 | $51,206 | $133,958-61.8% | $112,228-54.4% | $134,475-61.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.65% | 47.11%-57.8pp | 27.45%-38.1pp | 417.96%-428.6pp |
| Employer contribution / active EE | $9,958 | $4,038+146.6% | $3,635+174.0% | $4,740+110.1% |
| Participant deferral / active EE | $7,267 | $5,291+37.4% | $4,728+53.7% | $6,400+13.5% |
| Admin fee / account holder | $12 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |