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 | $44,324 | $152,509-70.9% | $117,472-62.3% | $134,475-67.0% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -17.17% | 52.99%-70.2pp | 29.74%-46.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,824 | $5,571-49.3% | $4,176-32.4% | $4,740-40.4% |
| Participant deferral / active EE | $5,011 | $4,818+4.0% | $4,070+23.1% | $6,400-21.7% |
| Admin fee / account holder | $28 | $7,004-99.6% | $5,645-99.5% | $11,426-99.8% |