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 | $56,441 | $138,065-59.1% | $123,544-54.3% | $135,375-58.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -6.96% | 153.68%-160.6pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,448 | $5,151-71.9% | $4,628-68.7% | $4,779-69.7% |
| Participant deferral / active EE | $3,706 | $6,799-45.5% | $6,426-42.3% | $5,609-33.9% |
| Admin fee / account holder | $233 | $10,916-97.9% | $9,284-97.5% | $10,827-97.8% |