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 | $25,336 | $138,044-81.6% | $125,339-79.8% | $134,475-81.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -18.95% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,969 | $5,243-62.4% | $4,814-59.1% | $4,740-58.4% |
| Participant deferral / active EE | $5,788 | $7,799-25.8% | $7,446-22.3% | $6,400-9.6% |
| Admin fee / account holder | $14 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |