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 | $21,508 | $133,958-83.9% | $112,228-80.8% | $134,475-84.0% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -13.27% | 47.11%-60.4pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,388 | $4,038-65.6% | $3,635-61.8% | $4,740-70.7% |
| Participant deferral / active EE | $3,683 | $5,291-30.4% | $4,728-22.1% | $6,400-42.4% |
| Admin fee / account holder | $44 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |