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 10-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 | $93,481 | $138,065-32.3% | $123,544-24.3% | $135,375-30.9% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -4.46% | 153.68%-158.1pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,531 | $5,151-31.5% | $4,628-23.7% | $4,779-26.1% |
| Participant deferral / active EE | $10,466 | $6,799+53.9% | $6,426+62.9% | $5,609+86.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |