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 | $49,185 | $138,065-64.4% | $123,544-60.2% | $135,375-63.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.57% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,413 | $5,151-53.2% | $4,628-47.9% | $4,779-49.5% |
| Participant deferral / active EE | $6,396 | $6,799-5.9% | $6,426-0.5% | $5,609+14.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |