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 | $136,261 | $92,222+47.8% | $76,768+77.5% | $135,375+0.7% |
| Participation rate | 72.2% | 79.8%-7.5pp | 77.0%-4.7pp | 82.6%-10.4pp |
| Annual return | -5.68% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,522 | $3,216-52.7% | $2,485-38.7% | $4,779-68.1% |
| Participant deferral / active EE | $1,888 | $4,509-58.1% | $3,852-51.0% | $5,609-66.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |