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 | $42,678 | $92,703-54.0% | $82,719-48.4% | $134,475-68.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -18.02% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $5,013 | $3,274+53.1% | $3,009+66.6% | $4,740+5.8% |
| Participant deferral / active EE | $7,185 | $4,802+49.6% | $4,395+63.5% | $6,400+12.3% |
| Admin fee / account holder | $187 | $5,983-96.9% | $5,329-96.5% | $11,426-98.4% |