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 | $77,421 | $135,635-42.9% | $110,238-29.8% | $135,375-42.8% |
| Participation rate | 86.4% | 83.5%+2.9pp | 79.8%+6.5pp | 82.6%+3.7pp |
| Annual return | -4.05% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,929 | $4,906-19.9% | $3,826+2.7% | $4,779-17.8% |
| Participant deferral / active EE | $6,740 | $5,506+22.4% | $4,672+44.3% | $5,609+20.2% |
| Admin fee / account holder | $207 | $11,457-98.2% | $8,547-97.6% | $10,827-98.1% |