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 | $51,561 | $138,044-62.6% | $125,339-58.9% | $134,475-61.7% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -18.30% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,847 | $5,243-7.6% | $4,814+0.7% | $4,740+2.3% |
| Participant deferral / active EE | $7,045 | $7,799-9.7% | $7,446-5.4% | $6,400+10.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |