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 | $60,575 | $138,044-56.1% | $125,339-51.7% | $134,475-55.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.53% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,046 | $7,799-60.9% | $7,446-59.1% | $6,400-52.4% |
| Admin fee / account holder | $142 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |