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 6-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 | $26,853 | $84,402-68.2% | $61,373-56.2% | $134,475-80.0% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -18.41% | 584.55%-603.0pp | 338.61%-357.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,131 | $1,544+38.0% | $1,159+83.8% | $4,740-55.0% |
| Participant deferral / active EE | $8,155 | $2,819+189.3% | $2,125+283.8% | $6,400+27.4% |
| Admin fee / account holder | $204 | $2,585-92.1% | $2,130-90.4% | $11,426-98.2% |