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 | $8,909 | $92,703-90.4% | $82,719-89.2% | $134,475-93.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -13.49% | 944.92%-958.4pp | 701.18%-714.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,146 | $3,274-65.0% | $3,009-61.9% | $4,740-75.8% |
| Participant deferral / active EE | $1,146 | $4,802-76.1% | $4,395-73.9% | $6,400-82.1% |
| Admin fee / account holder | $57 | $5,983-99.1% | $5,329-98.9% | $11,426-99.5% |