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 | $52,266 | $106,543-50.9% | $91,220-42.7% | $134,475-61.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -19.51% | 160.60%-180.1pp | 114.01%-133.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,896 | $3,331-43.1% | $2,850-33.5% | $4,740-60.0% |
| Participant deferral / active EE | $6,270 | $4,719+32.9% | $4,234+48.1% | $6,400-2.0% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |