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 8-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 | $42,083 | $133,958-68.6% | $112,228-62.5% | $134,475-68.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.03% | 47.11%-66.1pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,933 | $4,038+22.2% | $3,635+35.7% | $4,740+4.1% |
| Participant deferral / active EE | $10,063 | $5,291+90.2% | $4,728+112.8% | $6,400+57.2% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |