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 | $53,064 | $95,971-44.7% | $74,550-28.8% | $135,375-60.8% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -8.41% | 56.96%-65.4pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,234 | $2,716-54.6% | $1,961-37.1% | $4,779-74.2% |
| Participant deferral / active EE | $2,949 | $3,843-23.3% | $3,108-5.1% | $5,609-47.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |