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 4-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 | $8,303 | $92,703-91.0% | $82,719-90.0% | $134,475-93.8% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -10.40% | 944.92%-955.3pp | 701.18%-711.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,079 | $3,274-36.5% | $3,009-30.9% | $4,740-56.1% |
| Participant deferral / active EE | $2,184 | $4,802-54.5% | $4,395-50.3% | $6,400-65.9% |
| Admin fee / account holder | $113 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |