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 | $55,785 | $99,640-44.0% | $86,436-35.5% | $134,475-58.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.40% | 6782.58%-6802.0pp | 4394.89%-4414.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,955 | $4,400-32.8% | $3,769-21.6% | $4,740-37.6% |
| Participant deferral / active EE | $8,226 | $7,246+13.5% | $6,952+18.3% | $6,400+28.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |