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 | $178,885 | $95,971+86.4% | $74,550+140.0% | $135,375+32.1% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -5.34% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,060 | $2,716-24.2% | $1,961+5.0% | $4,779-56.9% |
| Participant deferral / active EE | $4,217 | $3,843+9.7% | $3,108+35.7% | $5,609-24.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |