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 | $49,545 | $93,024-46.7% | $77,024-35.7% | $134,475-63.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.97% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $9,092 | $3,418+166.0% | $2,812+223.3% | $4,740+91.8% |
| Participant deferral / active EE | $8,385 | $5,238+60.1% | $4,426+89.4% | $6,400+31.0% |
| Admin fee / account holder | $5 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |