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 9-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 | $49,515 | $133,958-63.0% | $112,228-55.9% | $134,475-63.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.28% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,630 | $4,038-34.9% | $3,635-27.6% | $4,740-44.5% |
| Participant deferral / active EE | $3,200 | $5,291-39.5% | $4,728-32.3% | $6,400-50.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |