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 | $93,623 | $92,703+1.0% | $82,719+13.2% | $134,475-30.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -20.09% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,471 | $3,274-24.5% | $3,009-17.9% | $4,740-47.9% |
| Participant deferral / active EE | $4,646 | $4,802-3.3% | $4,395+5.7% | $6,400-27.4% |
| Admin fee / account holder | $207 | $5,983-96.5% | $5,329-96.1% | $11,426-98.2% |