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 | $55,704 | $135,635-58.9% | $110,238-49.5% | $135,375-58.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -4.24% | 513.19%-517.4pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,452 | $4,906-29.6% | $3,826-9.8% | $4,779-27.8% |
| Participant deferral / active EE | $6,528 | $5,506+18.6% | $4,672+39.7% | $5,609+16.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |