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 | $35,409 | $190,805-81.4% | $159,960-77.9% | $134,475-73.7% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -19.93% | 552.23%-572.2pp | 408.60%-428.5pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,708 | $4,995-65.8% | $4,226-59.6% | $4,740-64.0% |
| Participant deferral / active EE | $12,437 | $6,923+79.6% | $6,182+101.2% | $6,400+94.3% |
| Admin fee / account holder | $34 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |