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 | $37,068 | $105,860-65.0% | $90,749-59.2% | $134,475-72.4% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.7%-3.5pp | 81.2%-9.0pp |
| Annual return | 140.09% | -11.01%+151.1pp | -12.16%+152.3pp | 417.96%-277.9pp |
| Employer contribution / active EE | $5,334 | $3,462+54.1% | $2,921+82.6% | $4,740+12.5% |
| Participant deferral / active EE | $4,064 | $5,216-22.1% | $4,564-11.0% | $6,400-36.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |