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 | $38,991 | $106,543-63.4% | $91,220-57.3% | $134,475-71.0% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -19.11% | 160.60%-179.7pp | 114.01%-133.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $893 | $3,331-73.2% | $2,850-68.7% | $4,740-81.2% |
| Participant deferral / active EE | $4,638 | $4,719-1.7% | $4,234+9.5% | $6,400-27.5% |
| Admin fee / account holder | $47 | $6,231-99.2% | $5,420-99.1% | $11,426-99.6% |