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 7-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 | $14,367 | $133,958-89.3% | $112,228-87.2% | $134,475-89.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.32% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,506 | $4,038-62.7% | $3,635-58.6% | $4,740-68.2% |
| Participant deferral / active EE | $3,157 | $5,291-40.3% | $4,728-33.2% | $6,400-50.7% |
| Admin fee / account holder | $66 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |