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 | $25,063 | $92,703-73.0% | $82,719-69.7% | $134,475-81.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -17.01% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,927 | $3,274-41.2% | $3,009-36.0% | $4,740-59.4% |
| Participant deferral / active EE | $2,680 | $4,802-44.2% | $4,395-39.0% | $6,400-58.1% |
| Admin fee / account holder | $4 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |