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 | $71,403 | $92,703-23.0% | $82,719-13.7% | $134,475-46.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.08% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,267 | $3,274-61.3% | $3,009-57.9% | $4,740-73.3% |
| Participant deferral / active EE | $6,404 | $4,802+33.4% | $4,395+45.7% | $6,400+0.1% |
| Admin fee / account holder | $29 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |