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 | $30,348 | $138,065-78.0% | $123,544-75.4% | $135,375-77.6% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -5.48% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,049 | $5,151-40.8% | $4,628-34.1% | $4,779-36.2% |
| Participant deferral / active EE | $5,854 | $6,799-13.9% | $6,426-8.9% | $5,609+4.4% |
| Admin fee / account holder | $181 | $10,916-98.3% | $9,284-98.1% | $10,827-98.3% |