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 | $51,623 | $88,594-41.7% | $70,092-26.4% | $134,475-61.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.13% | 442.67%-458.8pp | 190.73%-206.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,738 | $3,233+46.6% | $2,559+85.2% | $4,7400% |
| Participant deferral / active EE | $9,429 | $4,772+97.6% | $3,849+145.0% | $6,400+47.3% |
| Admin fee / account holder | $237 | $10,441-97.7% | $6,267-96.2% | $11,426-97.9% |