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 | $87,203 | $190,805-54.3% | $159,960-45.5% | $134,475-35.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.67% | 552.23%-566.9pp | 408.60%-423.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,765 | $4,995-64.7% | $4,226-58.2% | $4,740-62.8% |
| Participant deferral / active EE | $10,225 | $6,923+47.7% | $6,182+65.4% | $6,400+59.8% |
| Admin fee / account holder | $15 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |