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 | $73,673 | $138,065-46.6% | $123,544-40.4% | $135,375-45.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.36% | 153.68%-161.0pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,083 | $5,151-40.2% | $4,628-33.4% | $4,779-35.5% |
| Participant deferral / active EE | $2,802 | $6,799-58.8% | $6,426-56.4% | $5,609-50.0% |
| Admin fee / account holder | $93 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |