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 | $38,689 | $67,331-42.5% | $60,874-36.4% | $134,475-71.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.52% | 49.93%-67.5pp | 16.90%-34.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,852 | $3,096+24.4% | $2,701+42.6% | $4,740-18.7% |
| Participant deferral / active EE | $3,852 | $4,538-15.1% | $3,817+0.9% | $6,400-39.8% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |