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 5-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 | $8,976 | $92,703-90.3% | $82,719-89.1% | $134,475-93.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 130.41% | 944.92%-814.5pp | 701.18%-570.8pp | 417.96%-287.6pp |
| Employer contribution / active EE | $1,692 | $3,274-48.3% | $3,009-43.8% | $4,740-64.3% |
| Participant deferral / active EE | $3,328 | $4,802-30.7% | $4,395-24.3% | $6,400-48.0% |
| Admin fee / account holder | $196 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |