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 6-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 | $56,781 | $138,044-58.9% | $125,339-54.7% | $134,475-57.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.58% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $12,866 | $5,243+145.4% | $4,814+167.3% | $4,740+171.4% |
| Participant deferral / active EE | $10,458 | $7,799+34.1% | $7,446+40.4% | $6,400+63.4% |
| Admin fee / account holder | $43 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |