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 | $120,328 | $152,509-21.1% | $117,472+2.4% | $134,475-10.5% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -16.76% | 52.99%-69.7pp | 29.74%-46.5pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,164 | $5,571-61.2% | $4,176-48.2% | $4,740-54.3% |
| Participant deferral / active EE | $6,005 | $4,818+24.6% | $4,070+47.5% | $6,400-6.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |