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 | $96,609 | $138,065-30.0% | $123,544-21.8% | $135,375-28.6% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -7.26% | 153.68%-160.9pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,230 | $5,151-37.3% | $4,628-30.2% | $4,779-32.4% |
| Participant deferral / active EE | $7,708 | $6,799+13.4% | $6,426+20.0% | $5,609+37.4% |
| Admin fee / account holder | $72 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |