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 | $65,768 | $138,044-52.4% | $125,339-47.5% | $134,475-51.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.04% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,354 | $5,243-55.1% | $4,814-51.1% | $4,740-50.3% |
| Participant deferral / active EE | $8,953 | $7,799+14.8% | $7,446+20.2% | $6,400+39.9% |
| Admin fee / account holder | $284 | $11,571-97.5% | $10,010-97.2% | $11,426-97.5% |