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 7-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 | $23,452 | $138,044-83.0% | $125,339-81.3% | $134,475-82.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.78% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,826 | $5,243-46.1% | $4,814-41.3% | $4,740-40.4% |
| Participant deferral / active EE | $6,487 | $7,799-16.8% | $7,446-12.9% | $6,400+1.4% |
| Admin fee / account holder | $33 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |