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 4-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 | $9,780 | $92,703-89.4% | $82,719-88.2% | $134,475-92.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -8.22% | 944.92%-953.1pp | 701.18%-709.4pp | 417.96%-426.2pp |
| Employer contribution / active EE | $2,007 | $3,274-38.7% | $3,009-33.3% | $4,740-57.7% |
| Participant deferral / active EE | $5,209 | $4,802+8.5% | $4,395+18.5% | $6,400-18.6% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |