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 8-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 | $89,184 | $133,958-33.4% | $112,228-20.5% | $134,475-33.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.44% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,714 | $4,038-57.5% | $3,635-52.8% | $4,740-63.8% |
| Participant deferral / active EE | $10,410 | $5,291+96.8% | $4,728+120.2% | $6,400+62.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |