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 | $34,040 | $92,703-63.3% | $82,719-58.8% | $134,475-74.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.99% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $646 | $3,274-80.3% | $3,009-78.5% | $4,740-86.4% |
| Participant deferral / active EE | $7,476 | $4,802+55.7% | $4,395+70.1% | $6,400+16.8% |
| Admin fee / account holder | $157 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |