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 | $86,430 | $138,044-37.4% | $125,339-31.0% | $134,475-35.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.01% | 750.33%-767.3pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,648 | $5,243-11.3% | $4,814-3.4% | $4,740-1.9% |
| Participant deferral / active EE | $9,433 | $7,799+21.0% | $7,446+26.7% | $6,400+47.4% |
| Admin fee / account holder | $69 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |