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 | $58,966 | $97,757-39.7% | $83,848-29.7% | $135,375-56.4% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -7.74% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,093 | $4,222-50.4% | $3,631-42.3% | $4,779-56.2% |
| Participant deferral / active EE | $5,942 | $4,682+26.9% | $4,082+45.6% | $5,609+5.9% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |