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 7-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 | $53,328 | $93,024-42.7% | $77,024-30.8% | $134,475-60.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -17.66% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,050 | $3,418+47.7% | $2,812+79.6% | $4,740+6.5% |
| Participant deferral / active EE | $12,204 | $5,238+133.0% | $4,426+175.7% | $6,400+90.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |