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 | $35,214 | $138,044-74.5% | $125,339-71.9% | $134,475-73.8% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -19.30% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,404 | $5,243-16.0% | $4,814-8.5% | $4,740-7.1% |
| Participant deferral / active EE | $9,900 | $7,799+26.9% | $7,446+32.9% | $6,400+54.7% |
| Admin fee / account holder | $6 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |