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 | $135,590 | $95,971+41.3% | $74,550+81.9% | $135,375+0.2% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -8.07% | 56.96%-65.0pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $459 | $2,716-83.1% | $1,961-76.6% | $4,779-90.4% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |