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 7-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 | $32,396 | $138,044-76.5% | $125,339-74.2% | $134,475-75.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.70% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,996 | $5,243-61.9% | $4,814-58.5% | $4,740-57.9% |
| Participant deferral / active EE | $6,595 | $7,799-15.4% | $7,446-11.4% | $6,400+3.1% |
| Admin fee / account holder | $182 | $11,571-98.4% | $10,010-98.2% | $11,426-98.4% |