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 | $42,058 | $84,402-50.2% | $61,373-31.5% | $134,475-68.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.02% | 584.55%-602.6pp | 338.61%-356.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,093 | $1,544-29.2% | $1,159-5.7% | $4,740-76.9% |
| Participant deferral / active EE | $9,650 | $2,819+242.3% | $2,125+354.1% | $6,400+50.8% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |