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 | $39,708 | $190,805-79.2% | $159,960-75.2% | $134,475-70.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.33% | 552.23%-567.6pp | 408.60%-423.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,315 | $4,995-53.7% | $4,226-45.2% | $4,740-51.2% |
| Participant deferral / active EE | $3,155 | $6,923-54.4% | $6,182-49.0% | $6,400-50.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |