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 | $48,932 | $138,044-64.6% | $125,339-61.0% | $134,475-63.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.79% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,955 | $5,243-24.6% | $4,814-17.8% | $4,740-16.5% |
| Participant deferral / active EE | $4,879 | $7,799-37.4% | $7,446-34.5% | $6,400-23.8% |
| Admin fee / account holder | $151 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |