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 8-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 | $45,007 | $138,065-67.4% | $123,544-63.6% | $135,375-66.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.14% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,483 | $5,151-71.2% | $4,628-67.9% | $4,779-69.0% |
| Participant deferral / active EE | $5,256 | $6,799-22.7% | $6,426-18.2% | $5,609-6.3% |
| Admin fee / account holder | $189 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |