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 9-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 | $57,803 | $180,449-68.0% | $154,107-62.5% | $135,375-57.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.68% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,808 | $6,035-70.0% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $11,394 | $5,806+96.2% | $5,081+124.3% | $5,609+103.2% |
| Admin fee / account holder | $161 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |