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 | $94,504 | $92,703+1.9% | $82,719+14.2% | $134,475-29.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.56% | 944.92%-962.5pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,730 | $3,274+75.0% | $3,009+90.4% | $4,740+20.9% |
| Participant deferral / active EE | $14,015 | $4,802+191.9% | $4,395+218.9% | $6,400+119.0% |
| Admin fee / account holder | $70 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |