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 | $89,940 | $138,044-34.8% | $125,339-28.2% | $134,475-33.1% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-3.9pp |
| Annual return | -19.59% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,839 | $5,243-64.9% | $4,814-61.8% | $4,740-61.2% |
| Participant deferral / active EE | $4,724 | $7,799-39.4% | $7,446-36.6% | $6,400-26.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |