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 | $95,657 | $138,065-30.7% | $123,544-22.6% | $135,375-29.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.36% | 153.68%-159.0pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,093 | $5,151-40.0% | $4,628-33.2% | $4,779-35.3% |
| Participant deferral / active EE | $9,250 | $6,799+36.0% | $6,426+44.0% | $5,609+64.9% |
| Admin fee / account holder | $45 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |