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 | $66,496 | $84,695-21.5% | $73,843-10.0% | $125,391-47.0% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -2.59% | 3123.53%-3126.1pp | 2267.84%-2270.4pp | 282.22%-284.8pp |
| Employer contribution / active EE | $7,070 | $3,123+126.4% | $2,787+153.6% | $4,866+45.3% |
| Participant deferral / active EE | $4,158 | $3,992+4.2% | $3,583+16.1% | $5,352-22.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |