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 | $159,338 | $133,958+18.9% | $112,228+42.0% | $134,475+18.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.92% | 47.11%-64.0pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,552 | $4,038-12.0% | $3,635-2.3% | $4,740-25.1% |
| Participant deferral / active EE | $8,368 | $5,291+58.2% | $4,728+77.0% | $6,400+30.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |