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 | $46,605 | $85,790-45.7% | $67,313-30.8% | $135,375-65.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -7.24% | -0.54%-6.7pp | -4.08%-3.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $16,680 | $3,487+378.3% | $2,566+550.1% | $4,779+249.0% |
| Participant deferral / active EE | $7,680 | $4,651+65.1% | $3,568+115.2% | $5,609+36.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |