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 | $39,918 | $106,543-62.5% | $91,220-56.2% | $134,475-70.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.13% | 160.60%-178.7pp | 114.01%-132.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,576 | $3,331+7.4% | $2,850+25.5% | $4,740-24.6% |
| Participant deferral / active EE | $4,884 | $4,719+3.5% | $4,234+15.4% | $6,400-23.7% |
| Admin fee / account holder | $168 | $6,231-97.3% | $5,420-96.9% | $11,426-98.5% |