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 | $50,831 | $133,958-62.1% | $112,228-54.7% | $134,475-62.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.18% | 47.11%-61.3pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,957 | $4,038-26.8% | $3,635-18.6% | $4,740-37.6% |
| Participant deferral / active EE | $7,719 | $5,291+45.9% | $4,728+63.3% | $6,400+20.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |