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 | $77,172 | $138,065-44.1% | $123,544-37.5% | $135,375-43.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.97% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,760 | $5,151-46.4% | $4,628-40.4% | $4,779-42.2% |
| Participant deferral / active EE | $9,576 | $6,799+40.8% | $6,426+49.0% | $5,609+70.7% |
| Admin fee / account holder | $75 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |