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 | $20,631 | $54,350-62.0% | $82,719-75.1% | $68,494-69.9% |
| Participation rate | 82.1% | 63.9%+18.2pp | 72.6%+9.6pp | 67.9%+14.3pp |
| Annual return | -17.85% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,833 | $2,218+72.8% | $3,009+27.4% | $2,596+47.6% |
| Participant deferral / active EE | $4,903 | $3,246+51.1% | $4,395+11.6% | $4,027+21.8% |
| Admin fee / account holder | $5 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |