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 7-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 | $51,085 | $106,543-52.1% | $91,220-44.0% | $134,475-62.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.52% | 160.60%-181.1pp | 114.01%-134.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,614 | $3,331+38.5% | $2,850+61.9% | $4,740-2.7% |
| Participant deferral / active EE | $10,793 | $4,719+128.7% | $4,234+154.9% | $6,400+68.6% |
| Admin fee / account holder | $248 | $6,231-96.0% | $5,420-95.4% | $11,426-97.8% |