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 6-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 | $32,589 | $138,044-76.4% | $125,339-74.0% | $134,475-75.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -13.19% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,486 | $5,243-71.7% | $4,814-69.1% | $4,740-68.6% |
| Participant deferral / active EE | $6,251 | $7,799-19.8% | $7,446-16.1% | $6,400-2.3% |
| Admin fee / account holder | $26 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |