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 10-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 | $81,310 | $97,757-16.8% | $83,848-3.0% | $135,375-39.9% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -8.02% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,772 | $4,222-58.0% | $3,631-51.2% | $4,779-62.9% |
| Participant deferral / active EE | $4,853 | $4,682+3.6% | $4,082+18.9% | $5,609-13.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |