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 | $79,887 | $171,865-53.5% | $149,718-46.6% | $147,584-45.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,819 | $6,275-55.1% | $5,445-48.2% | $4,876-42.2% |
| Participant deferral / active EE | $7,821 | $7,271+7.6% | $6,569+19.1% | $5,439+43.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |