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 | $63,048 | $190,805-67.0% | $159,960-60.6% | $134,475-53.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.07% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,611 | $4,995-27.7% | $4,226-14.5% | $4,740-23.8% |
| Participant deferral / active EE | $13,025 | $6,923+88.1% | $6,182+110.7% | $6,400+103.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |