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 | $34,769 | $138,065-74.8% | $123,544-71.9% | $135,375-74.3% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -6.94% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,824 | $5,151-45.2% | $4,628-39.0% | $4,779-40.9% |
| Participant deferral / active EE | $7,153 | $6,799+5.2% | $6,426+11.3% | $5,609+27.5% |
| Admin fee / account holder | $153 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |