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 | $7,914 | $92,703-91.5% | $82,719-90.4% | $134,475-94.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -20.93% | 944.92%-965.9pp | 701.18%-722.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,120 | $3,274-35.3% | $3,009-29.6% | $4,740-55.3% |
| Participant deferral / active EE | $2,201 | $4,802-54.2% | $4,395-49.9% | $6,400-65.6% |
| Admin fee / account holder | $12 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |