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 | $51,751 | $138,065-62.5% | $123,544-58.1% | $135,375-61.8% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -5.37% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,622 | $5,151-49.1% | $4,628-43.3% | $4,779-45.1% |
| Participant deferral / active EE | $5,560 | $6,799-18.2% | $6,426-13.5% | $5,609-0.9% |
| Admin fee / account holder | $44 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |