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 | $18,427 | $138,044-86.7% | $125,339-85.3% | $134,475-86.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,785 | $5,243-66.0% | $4,814-62.9% | $4,740-62.3% |
| Participant deferral / active EE | $2,611 | $7,799-66.5% | $7,446-64.9% | $6,400-59.2% |
| Admin fee / account holder | $29 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |