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 | $45,148 | $138,065-67.3% | $123,544-63.5% | $135,375-66.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.02% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,410 | $5,151-72.6% | $4,628-69.5% | $4,779-70.5% |
| Participant deferral / active EE | $3,275 | $6,799-51.8% | $6,426-49.0% | $5,609-41.6% |
| Admin fee / account holder | $210 | $10,916-98.1% | $9,284-97.7% | $10,827-98.1% |