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 | $25,300 | $127,100-80.1% | $105,738-76.1% | $135,375-81.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -1.98% | 4.49%-6.5pp | 6.27%-8.3pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,648 | $4,107-35.5% | $3,268-19.0% | $4,779-44.6% |
| Participant deferral / active EE | $4,885 | $5,064-3.6% | $4,080+19.7% | $5,609-12.9% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |