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 | $63,696 | $133,958-52.5% | $112,228-43.2% | $134,475-52.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.94% | 47.11%-60.1pp | 27.45%-40.4pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,879 | $4,038-3.9% | $3,635+6.7% | $4,740-18.2% |
| Participant deferral / active EE | $4,674 | $5,291-11.7% | $4,728-1.2% | $6,400-27.0% |
| Admin fee / account holder | $275 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |