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 | $41,845 | $138,044-69.7% | $125,339-66.6% | $134,475-68.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.00% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,874 | $5,243-64.3% | $4,814-61.1% | $4,740-60.5% |
| Participant deferral / active EE | $7,837 | $7,799+0.5% | $7,446+5.2% | $6,400+22.5% |
| Admin fee / account holder | $100 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |