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 | $149,376 | $99,640+49.9% | $86,436+72.8% | $134,475+11.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.03% | 6782.58%-6801.6pp | 4394.89%-4413.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $5,979 | $4,400+35.9% | $3,769+58.7% | $4,740+26.1% |
| Participant deferral / active EE | $9,724 | $7,246+34.2% | $6,952+39.9% | $6,400+51.9% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |