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 | $36,868 | $85,790-57.0% | $67,313-45.2% | $135,375-72.8% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -9.17% | -0.54%-8.6pp | -4.08%-5.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,250 | $3,487-64.2% | $2,566-51.3% | $4,779-73.8% |
| Participant deferral / active EE | $6,582 | $4,651+41.5% | $3,568+84.5% | $5,609+17.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |