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 | $8,729 | $106,543-91.8% | $91,220-90.4% | $134,475-93.5% |
| Participation rate | 84.6% | 76.8%+7.8pp | 73.2%+11.4pp | 81.2%+3.4pp |
| Annual return | -18.68% | 160.60%-179.3pp | 114.01%-132.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $813 | $3,331-75.6% | $2,850-71.5% | $4,740-82.8% |
| Participant deferral / active EE | $1,529 | $4,719-67.6% | $4,234-63.9% | $6,400-76.1% |
| Admin fee / account holder | $55 | $6,231-99.1% | $5,420-99.0% | $11,426-99.5% |