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 | $30,072 | $138,044-78.2% | $125,339-76.0% | $134,475-77.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.87% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,945 | $5,243-24.8% | $4,814-18.1% | $4,740-16.8% |
| Participant deferral / active EE | $7,103 | $7,799-8.9% | $7,446-4.6% | $6,400+11.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |