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 | $17,094 | $67,331-74.6% | $60,874-71.9% | $134,475-87.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -17.54% | 49.93%-67.5pp | 16.90%-34.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,745 | $3,096-43.7% | $2,701-35.4% | $4,740-63.2% |
| Participant deferral / active EE | $4,077 | $4,538-10.2% | $3,817+6.8% | $6,400-36.3% |
| Admin fee / account holder | $112 | $4,582-97.6% | $3,224-96.5% | $11,426-99.0% |