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 8-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 | $46,086 | $138,044-66.6% | $125,339-63.2% | $134,475-65.7% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -17.60% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,169 | $5,243-1.4% | $4,814+7.4% | $4,740+9.1% |
| Participant deferral / active EE | $11,026 | $7,799+41.4% | $7,446+48.1% | $6,400+72.3% |
| Admin fee / account holder | $94 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |