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 | $73,908 | $180,449-59.0% | $154,107-52.0% | $135,375-45.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.40% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,064 | $6,035-65.8% | $5,298-61.0% | $4,779-56.8% |
| Participant deferral / active EE | $5,500 | $5,806-5.3% | $5,081+8.3% | $5,609-1.9% |
| Admin fee / account holder | $254 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |