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 | $66,008 | $180,449-63.4% | $154,107-57.2% | $135,375-51.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.07% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,509 | $6,035-75.0% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $3,243 | $5,806-44.1% | $5,081-36.2% | $5,609-42.2% |
| Admin fee / account holder | $7 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |