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 8-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 | $22,152 | $133,958-83.5% | $112,228-80.3% | $134,475-83.5% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -19.71% | 47.11%-66.8pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,470 | $4,038-38.8% | $3,635-32.0% | $4,740-47.9% |
| Participant deferral / active EE | $3,506 | $5,291-33.7% | $4,728-25.8% | $6,400-45.2% |
| Admin fee / account holder | $4 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |