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 | $93,377 | $138,044-32.4% | $125,339-25.5% | $134,475-30.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.71% | 750.33%-765.0pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,685 | $5,243-48.8% | $4,814-44.2% | $4,740-43.4% |
| Participant deferral / active EE | $13,140 | $7,799+68.5% | $7,446+76.5% | $6,400+105.3% |
| Admin fee / account holder | $71 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |