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 | $40,499 | $138,044-70.7% | $125,339-67.7% | $134,475-69.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.85% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,652 | $5,243-68.5% | $4,814-65.7% | $4,740-65.1% |
| Participant deferral / active EE | $3,686 | $7,799-52.7% | $7,446-50.5% | $6,400-42.4% |
| Admin fee / account holder | $47 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |