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 | $73,824 | $138,065-46.5% | $123,544-40.2% | $135,375-45.5% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -3.76% | 153.68%-157.4pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,025 | $5,151-41.3% | $4,628-34.6% | $4,779-36.7% |
| Participant deferral / active EE | $6,933 | $6,799+2.0% | $6,426+7.9% | $5,609+23.6% |
| Admin fee / account holder | $36 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |