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 8-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 | $48,983 | $152,509-67.9% | $117,472-58.3% | $134,475-63.6% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -19.06% | 52.99%-72.1pp | 29.74%-48.8pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,265 | $4,818+71.6% | $4,070+103.1% | $6,400+29.1% |
| Admin fee / account holder | $213 | $7,004-97.0% | $5,645-96.2% | $11,426-98.1% |