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 | $19,408 | $92,703-79.1% | $82,719-76.5% | $134,475-85.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -20.18% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $990 | $3,274-69.7% | $3,009-67.1% | $4,740-79.1% |
| Participant deferral / active EE | $3,963 | $4,802-17.5% | $4,395-9.8% | $6,400-38.1% |
| Admin fee / account holder | $13 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |