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 | $14,095 | $84,402-83.3% | $61,373-77.0% | $134,475-89.5% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -18.33% | 584.55%-602.9pp | 338.61%-356.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,276 | $1,544-17.4% | $1,159+10.0% | $4,740-73.1% |
| Participant deferral / active EE | $1,626 | $2,819-42.3% | $2,125-23.5% | $6,400-74.6% |
| Admin fee / account holder | $5 | $2,585-99.8% | $2,130-99.7% | $11,426-100.0% |