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 | $54,745 | $138,044-60.3% | $125,339-56.3% | $134,475-59.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -13.75% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,224 | $5,243-19.4% | $4,814-12.3% | $4,740-10.9% |
| Participant deferral / active EE | $8,801 | $7,799+12.9% | $7,446+18.2% | $6,400+37.5% |
| Admin fee / account holder | $229 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |