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 | $41,207 | $138,065-70.2% | $123,544-66.6% | $135,375-69.6% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -7.43% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,452 | $5,151-33.0% | $4,628-25.4% | $4,779-27.8% |
| Participant deferral / active EE | $7,748 | $6,799+14.0% | $6,426+20.6% | $5,609+38.1% |
| Admin fee / account holder | $285 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |