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 3-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 | $62,402 | $67,331-7.3% | $60,874+2.5% | $134,475-53.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.36% | 49.93%-66.3pp | 16.90%-33.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $10,891 | $3,096+251.7% | $2,701+303.2% | $4,740+129.8% |
| Participant deferral / active EE | $7,159 | $4,538+57.7% | $3,817+87.6% | $6,400+11.9% |
| Admin fee / account holder | $218 | $4,582-95.3% | $3,224-93.3% | $11,426-98.1% |