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 | $74,125 | $180,449-58.9% | $154,107-51.9% | $135,375-45.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.36% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,601 | $6,035-73.5% | $5,298-69.8% | $4,779-66.5% |
| Participant deferral / active EE | $4,101 | $5,806-29.4% | $5,081-19.3% | $5,609-26.9% |
| Admin fee / account holder | $177 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |