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 | $92,021 | $138,044-33.3% | $125,339-26.6% | $134,475-31.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -11.14% | 750.33%-761.5pp | 572.05%-583.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $5,261 | $5,243+0.3% | $4,814+9.3% | $4,740+11.0% |
| Participant deferral / active EE | $3,753 | $7,799-51.9% | $7,446-49.6% | $6,400-41.3% |
| Admin fee / account holder | $79 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |