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 4-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 | $82,171 | $133,958-38.7% | $112,228-26.8% | $134,475-38.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.41% | 47.11%-65.5pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,165 | $4,038-71.2% | $3,635-68.0% | $4,740-75.4% |
| Participant deferral / active EE | $10,875 | $5,291+105.6% | $4,728+130.0% | $6,400+69.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |