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 7-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 | $87,634 | $180,449-51.4% | $154,107-43.1% | $135,375-35.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.98% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,087 | $6,035-65.4% | $5,298-60.6% | $4,779-56.3% |
| Participant deferral / active EE | $3,115 | $5,806-46.4% | $5,081-38.7% | $5,609-44.5% |
| Admin fee / account holder | $84 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |