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 | $47,235 | $138,065-65.8% | $123,544-61.8% | $135,375-65.1% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -7.41% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,953 | $5,151-62.1% | $4,628-57.8% | $4,779-59.1% |
| Participant deferral / active EE | $7,277 | $6,799+7.0% | $6,426+13.3% | $5,609+29.8% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |