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 | $31,016 | $180,449-82.8% | $154,107-79.9% | $135,375-77.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.02% | 888.09%-891.1pp | 735.12%-738.1pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,493 | $6,035-75.3% | $5,298-71.8% | $4,779-68.8% |
| Participant deferral / active EE | $6,990 | $5,806+20.4% | $5,081+37.6% | $5,609+24.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |