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 | $52,902 | $138,044-61.7% | $125,339-57.8% | $134,475-60.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.16% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,090 | $5,243-60.1% | $4,814-56.6% | $4,740-55.9% |
| Participant deferral / active EE | $5,900 | $7,799-24.3% | $7,446-20.8% | $6,400-7.8% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |