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 | $77,970 | $138,065-43.5% | $123,544-36.9% | $135,375-42.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.76% | 153.68%-159.4pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,168 | $5,151-19.1% | $4,628-9.9% | $4,779-12.8% |
| Participant deferral / active EE | $11,464 | $6,799+68.6% | $6,426+78.4% | $5,609+104.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |