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 | $31,407 | $138,044-77.2% | $125,339-74.9% | $134,475-76.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.10% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,868 | $5,243-64.4% | $4,814-61.2% | $4,740-60.6% |
| Participant deferral / active EE | $6,930 | $7,799-11.1% | $7,446-6.9% | $6,400+8.3% |
| Admin fee / account holder | $173 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |