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 5-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 | $46,095 | $84,402-45.4% | $61,373-24.9% | $134,475-65.7% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -14.39% | 584.55%-598.9pp | 338.61%-353.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,884 | $1,544+86.7% | $1,159+148.7% | $4,740-39.2% |
| Participant deferral / active EE | $1,680 | $2,819-40.4% | $2,125-20.9% | $6,400-73.8% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |