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 | $54,432 | $93,024-41.5% | $77,024-29.3% | $134,475-59.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.39% | 62.60%-81.0pp | 42.32%-60.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $11,680 | $3,418+241.7% | $2,812+315.3% | $4,740+146.4% |
| Participant deferral / active EE | $6,547 | $5,238+25.0% | $4,426+47.9% | $6,400+2.3% |
| Admin fee / account holder | $75 | $6,944-98.9% | $5,425-98.6% | $11,426-99.3% |