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 | $48,462 | $160,055-69.7% | $140,016-65.4% | $135,375-64.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -2.72% | 911.38%-914.1pp | 651.12%-653.8pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,083 | $6,420-52.0% | $5,606-45.0% | $4,779-35.5% |
| Participant deferral / active EE | $9,188 | $7,642+20.2% | $6,927+32.6% | $5,609+63.8% |
| Admin fee / account holder | $146 | $13,328-98.9% | $10,705-98.6% | $10,827-98.6% |