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 | $161,458 | $97,757+65.2% | $83,848+92.6% | $135,375+19.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.14% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,266 | $4,682-51.6% | $4,082-44.5% | $5,609-59.6% |
| Admin fee / account holder | $31 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |