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 | $54,368 | $180,449-69.9% | $154,107-64.7% | $135,375-59.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.53% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,232 | $6,035-46.5% | $5,298-39.0% | $4,779-32.4% |
| Participant deferral / active EE | $5,567 | $5,806-4.1% | $5,081+9.6% | $5,609-0.8% |
| Admin fee / account holder | $2 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |