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 | $56,163 | $92,703-39.4% | $82,719-32.1% | $134,475-58.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -11.50% | 944.92%-956.4pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $5,192 | $3,274+58.6% | $3,009+72.6% | $4,740+9.5% |
| Participant deferral / active EE | $3,107 | $4,802-35.3% | $4,395-29.3% | $6,400-51.4% |
| Admin fee / account holder | $84 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |