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 | $38,212 | $90,600-57.8% | $79,464-51.9% | $135,375-71.8% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -9.28% | 977.43%-986.7pp | 718.14%-727.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,285 | $4,050+55.2% | $3,704+69.7% | $5,609+12.1% |
| Admin fee / account holder | $52 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |