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 | $51,846 | $160,055-67.6% | $140,016-63.0% | $135,375-61.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -5.55% | 911.38%-916.9pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,928 | $6,420-54.4% | $5,606-47.8% | $4,779-38.7% |
| Participant deferral / active EE | $4,652 | $7,642-39.1% | $6,927-32.8% | $5,609-17.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |