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 | $70,553 | $138,044-48.9% | $125,339-43.7% | $134,475-47.5% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -18.60% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,346 | $5,243-36.2% | $4,814-30.5% | $4,740-29.4% |
| Participant deferral / active EE | $9,729 | $7,799+24.8% | $7,446+30.7% | $6,400+52.0% |
| Admin fee / account holder | $241 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |