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 | $13,978 | $49,922-72.0% | $80,569-82.7% | $75,163-81.4% |
| Participation rate | 73.1% | 55.3%+17.8pp | 67.0%+6.1pp | 67.2%+5.9pp |
| Annual return | 106.86% | 34.69%+72.2pp | 935.43%-828.6pp | 160.62%-53.8pp |
| Employer contribution / active EE | $1,251 | $1,698-26.3% | $2,723-54.1% | $2,670-53.1% |
| Participant deferral / active EE | $2,091 | $2,990-30.1% | $4,447-53.0% | $4,125-49.3% |
| Admin fee / account holder | $17 | $3,577-99.5% | $5,377-99.7% | $5,651-99.7% |