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 5-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 | $8,687 | $106,543-91.8% | $91,220-90.5% | $134,475-93.5% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.2%+18.5pp | 81.2%+10.4pp |
| Annual return | -5.08% | 160.60%-165.7pp | 114.01%-119.1pp | 417.96%-423.0pp |
| Employer contribution / active EE | $1,986 | $3,331-40.4% | $2,850-30.3% | $4,740-58.1% |
| Participant deferral / active EE | $7,065 | $4,719+49.7% | $4,234+66.9% | $6,400+10.4% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |