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 | $180,174 | $95,862+88.0% | $79,550+126.5% | $134,475+34.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -20.15% | -2.69%-17.5pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,542 | $3,128-50.7% | $2,413-36.1% | $4,740-67.5% |
| Participant deferral / active EE | $5,672 | $4,693+20.9% | $3,985+42.3% | $6,400-11.4% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |