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 | $18,812 | $133,958-86.0% | $112,228-83.2% | $134,475-86.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.73% | 47.11%-66.8pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,423 | $4,038-64.8% | $3,635-60.8% | $4,740-70.0% |
| Participant deferral / active EE | $1,876 | $5,291-64.5% | $4,728-60.3% | $6,400-70.7% |
| Admin fee / account holder | $230 | $7,489-96.9% | $6,410-96.4% | $11,426-98.0% |