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 | $49,674 | $100,754-50.7% | $86,677-42.7% | $134,475-63.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -18.85% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,502 | $3,489+29.0% | $2,836+58.7% | $4,740-5.0% |
| Participant deferral / active EE | $7,761 | $5,338+45.4% | $4,656+66.7% | $6,400+21.3% |
| Admin fee / account holder | $136 | $10,926-98.8% | $7,493-98.2% | $11,426-98.8% |