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 | $49,566 | $90,600-45.3% | $79,464-37.6% | $135,375-63.4% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -4.71% | 977.43%-982.1pp | 718.14%-722.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,237 | $3,068-27.1% | $2,800-20.1% | $4,779-53.2% |
| Participant deferral / active EE | $2,726 | $4,050-32.7% | $3,704-26.4% | $5,609-51.4% |
| Admin fee / account holder | $180 | $5,907-97.0% | $5,113-96.5% | $10,827-98.3% |