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 | $59,173 | $90,600-34.7% | $79,464-25.5% | $135,375-56.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -1.75% | 977.43%-979.2pp | 718.14%-719.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,219 | $3,068-60.3% | $2,800-56.5% | $4,779-74.5% |
| Participant deferral / active EE | $5,300 | $4,050+30.9% | $3,704+43.1% | $5,609-5.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |