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 | $62,868 | $138,044-54.5% | $125,339-49.8% | $134,475-53.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.15% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,544 | $5,243-32.4% | $4,814-26.4% | $4,740-25.2% |
| Participant deferral / active EE | $7,775 | $7,799-0.3% | $7,446+4.4% | $6,400+21.5% |
| Admin fee / account holder | $209 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |