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 6-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 | $85,707 | $138,044-37.9% | $125,339-31.6% | $134,475-36.3% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -17.76% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,189 | $5,243-1.0% | $4,814+7.8% | $4,740+9.5% |
| Participant deferral / active EE | $11,672 | $7,799+49.7% | $7,446+56.7% | $6,400+82.4% |
| Admin fee / account holder | $42 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |