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 | $81,984 | $138,044-40.6% | $125,339-34.6% | $134,475-39.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.86% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,376 | $5,243-35.6% | $4,814-29.9% | $4,740-28.8% |
| Participant deferral / active EE | $15,284 | $7,799+96.0% | $7,446+105.3% | $6,400+138.8% |
| Admin fee / account holder | $59 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |