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 6-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 | $88,584 | $133,958-33.9% | $112,228-21.1% | $134,475-34.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.38% | 47.11%-61.5pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $43,691 | $4,038+982.0% | $3,635+1102.1% | $4,740+821.8% |
| Participant deferral / active EE | $28,880 | $5,291+445.9% | $4,728+510.8% | $6,400+351.3% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |