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 | $31,399 | $160,055-80.4% | $140,016-77.6% | $135,375-76.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -7.13% | 911.38%-918.5pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,192 | $6,420-65.9% | $5,606-60.9% | $4,779-54.1% |
| Participant deferral / active EE | $3,167 | $7,642-58.6% | $6,927-54.3% | $5,609-43.5% |
| Admin fee / account holder | $69 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |