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 | $74,655 | $138,044-45.9% | $125,339-40.4% | $134,475-44.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.27% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,227 | $5,243-38.4% | $4,814-33.0% | $4,740-31.9% |
| Participant deferral / active EE | $7,463 | $7,799-4.3% | $7,446+0.2% | $6,400+16.6% |
| Admin fee / account holder | $190 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |