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 7-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 | $60,854 | $138,044-55.9% | $125,339-51.4% | $134,475-54.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -12.89% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $9,647 | $5,243+84.0% | $4,814+100.4% | $4,740+103.5% |
| Participant deferral / active EE | $11,060 | $7,799+41.8% | $7,446+48.5% | $6,400+72.8% |
| Admin fee / account holder | $232 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |