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 | $47,582 | $106,543-55.3% | $91,220-47.8% | $134,475-64.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.05% | 160.60%-170.7pp | 114.01%-124.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $8,647 | $3,331+159.6% | $2,850+203.4% | $4,740+82.4% |
| Participant deferral / active EE | $4,807 | $4,719+1.9% | $4,234+13.5% | $6,400-24.9% |
| Admin fee / account holder | $39 | $6,231-99.4% | $5,420-99.3% | $11,426-99.7% |