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 | $73,251 | $97,757-25.1% | $83,848-12.6% | $135,375-45.9% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -6.22% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,972 | $4,222-5.9% | $3,631+9.4% | $4,779-16.9% |
| Participant deferral / active EE | $5,212 | $4,682+11.3% | $4,082+27.7% | $5,609-7.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |