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 | $75,806 | $138,044-45.1% | $125,339-39.5% | $134,475-43.6% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -14.88% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,760 | $5,243-66.4% | $4,814-63.4% | $4,740-62.9% |
| Participant deferral / active EE | $7,542 | $7,799-3.3% | $7,446+1.3% | $6,400+17.8% |
| Admin fee / account holder | $14 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |