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 | $18,286 | $152,509-88.0% | $117,472-84.4% | $134,475-86.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -19.27% | 52.99%-72.3pp | 29.74%-49.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,071 | $5,571-80.8% | $4,176-74.3% | $4,740-77.4% |
| Participant deferral / active EE | $1,934 | $4,818-59.9% | $4,070-52.5% | $6,400-69.8% |
| Admin fee / account holder | $250 | $7,004-96.4% | $5,645-95.6% | $11,426-97.8% |