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 | $44,352 | $82,630-46.3% | $64,105-30.8% | $125,391-64.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 68.2%+9.6pp | 83.2%-5.4pp |
| Annual return | -2.23% | 1489.72%-1492.0pp | 791.24%-793.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,731 | $2,671+2.2% | $1,820+50.1% | $4,866-43.9% |
| Participant deferral / active EE | $6,132 | $3,608+69.9% | $2,822+117.3% | $5,352+14.6% |
| Admin fee / account holder | $36 | $6,382-99.4% | $4,499-99.2% | $9,540-99.6% |