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 9-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 | $23,337 | $152,509-84.7% | $117,472-80.1% | $134,475-82.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -18.60% | 52.99%-71.6pp | 29.74%-48.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,911 | $5,571-65.7% | $4,176-54.2% | $4,740-59.7% |
| Participant deferral / active EE | $5,743 | $4,818+19.2% | $4,070+41.1% | $6,400-10.3% |
| Admin fee / account holder | $109 | $7,004-98.4% | $5,645-98.1% | $11,426-99.0% |