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 | $84,648 | $138,065-38.7% | $123,544-31.5% | $135,375-37.5% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.63% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,447 | $5,151-52.5% | $4,628-47.1% | $4,779-48.8% |
| Participant deferral / active EE | $3,156 | $6,799-53.6% | $6,426-50.9% | $5,609-43.7% |
| Admin fee / account holder | $223 | $10,916-98.0% | $9,284-97.6% | $10,827-97.9% |