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 | $30,190 | $92,703-67.4% | $82,719-63.5% | $134,475-77.6% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -16.38% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,437 | $3,274+35.5% | $3,009+47.5% | $4,740-6.4% |
| Participant deferral / active EE | $5,476 | $4,802+14.0% | $4,395+24.6% | $6,400-14.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |