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 6-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 | $53,084 | $138,044-61.5% | $125,339-57.6% | $134,475-60.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -11.55% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,478 | $5,243-52.7% | $4,814-48.5% | $4,740-47.7% |
| Participant deferral / active EE | $7,687 | $7,799-1.4% | $7,446+3.2% | $6,400+20.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |