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 | $48,432 | $90,600-46.5% | $79,464-39.1% | $135,375-64.2% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -8.46% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,763 | $3,068-42.5% | $2,800-37.0% | $4,779-63.1% |
| Participant deferral / active EE | $4,661 | $4,050+15.1% | $3,704+25.9% | $5,609-16.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |