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 | $10,876 | $93,024-88.3% | $77,024-85.9% | $134,475-91.9% |
| Participation rate | 82.6% | 74.5%+8.1pp | 67.9%+14.7pp | 81.2%+1.4pp |
| Annual return | -18.22% | 62.60%-80.8pp | 42.32%-60.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,265 | $3,418-63.0% | $2,812-55.0% | $4,740-73.3% |
| Participant deferral / active EE | $2,830 | $5,238-46.0% | $4,426-36.1% | $6,400-55.8% |
| Admin fee / account holder | $223 | $6,944-96.8% | $5,425-95.9% | $11,426-98.0% |