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 10-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 | $32,144 | $138,044-76.7% | $125,339-74.4% | $134,475-76.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.28% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,313 | $5,243-75.0% | $4,814-72.7% | $4,740-72.3% |
| Participant deferral / active EE | $4,356 | $7,799-44.1% | $7,446-41.5% | $6,400-31.9% |
| Admin fee / account holder | $48 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |