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 9-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 | $44,716 | $92,703-51.8% | $82,719-45.9% | $134,475-66.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.69% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,581 | $3,274-21.2% | $3,009-14.2% | $4,740-45.5% |
| Participant deferral / active EE | $2,465 | $4,802-48.7% | $4,395-43.9% | $6,400-61.5% |
| Admin fee / account holder | $266 | $5,983-95.6% | $5,329-95.0% | $11,426-97.7% |