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 | $68,451 | $160,055-57.2% | $140,016-51.1% | $135,375-49.4% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -2.77% | 911.38%-914.1pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,971 | $6,420-38.1% | $5,606-29.2% | $4,779-16.9% |
| Participant deferral / active EE | $11,837 | $7,642+54.9% | $6,927+70.9% | $5,609+111.0% |
| Admin fee / account holder | $40 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |