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 | $43,104 | $84,402-48.9% | $61,373-29.8% | $134,475-67.9% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -15.29% | 584.55%-599.8pp | 338.61%-353.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $678 | $1,544-56.1% | $1,159-41.5% | $4,740-85.7% |
| Participant deferral / active EE | $847 | $2,819-70.0% | $2,125-60.1% | $6,400-86.8% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |