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 | $29,520 | $138,044-78.6% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.23% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,243 | $5,243-38.2% | $4,814-32.6% | $4,740-31.6% |
| Participant deferral / active EE | $5,006 | $7,799-35.8% | $7,446-32.8% | $6,400-21.8% |
| Admin fee / account holder | $21 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |