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 | $49,482 | $92,703-46.6% | $82,719-40.2% | $134,475-63.2% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -16.99% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,074 | $3,274-6.1% | $3,009+2.2% | $4,740-35.1% |
| Participant deferral / active EE | $4,208 | $4,802-12.4% | $4,395-4.2% | $6,400-34.2% |
| Admin fee / account holder | $69 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |