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 | $70,738 | $138,065-48.8% | $123,544-42.7% | $135,375-47.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.69% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,589 | $5,151-49.7% | $4,628-44.1% | $4,779-45.8% |
| Participant deferral / active EE | $7,631 | $6,799+12.2% | $6,426+18.8% | $5,609+36.1% |
| Admin fee / account holder | $190 | $10,916-98.3% | $9,284-98.0% | $10,827-98.2% |