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 9-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 | $18,854 | $97,757-80.7% | $83,848-77.5% | $135,375-86.1% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -8.76% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $5,684 | $4,222+34.7% | $3,631+56.6% | $4,779+19.0% |
| Participant deferral / active EE | $2,748 | $4,682-41.3% | $4,082-32.7% | $5,609-51.0% |
| Admin fee / account holder | $10 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |