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 6-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 | $18,905 | $106,543-82.3% | $91,220-79.3% | $134,475-85.9% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -20.67% | 160.60%-181.3pp | 114.01%-134.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,009 | $3,331-39.7% | $2,850-29.5% | $4,740-57.6% |
| Participant deferral / active EE | $6,761 | $4,719+43.3% | $4,234+59.7% | $6,400+5.6% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |