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 | $66,197 | $138,044-52.0% | $125,339-47.2% | $134,475-50.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -15.04% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,021 | $5,243-4.2% | $4,814+4.3% | $4,740+5.9% |
| Participant deferral / active EE | $7,287 | $7,799-6.6% | $7,446-2.1% | $6,400+13.9% |
| Admin fee / account holder | $269 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |