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 | $50,382 | $138,065-63.5% | $123,544-59.2% | $135,375-62.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.64% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,949 | $5,151-62.2% | $4,628-57.9% | $4,779-59.2% |
| Participant deferral / active EE | $3,364 | $6,799-50.5% | $6,426-47.7% | $5,609-40.0% |
| Admin fee / account holder | $194 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |