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 5-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 | $5,602 | $84,402-93.4% | $61,373-90.9% | $134,475-95.8% |
| Participation rate | 89.5% | 62.2%+27.3pp | 52.6%+36.9pp | 81.2%+8.3pp |
| Annual return | -18.39% | 584.55%-602.9pp | 338.61%-357.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $776 | $1,544-49.7% | $1,159-33.1% | $4,740-83.6% |
| Participant deferral / active EE | $2,932 | $2,819+4.0% | $2,125+38.0% | $6,400-54.2% |
| Admin fee / account holder | $159 | $2,585-93.9% | $2,130-92.5% | $11,426-98.6% |