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 | $28,033 | $138,065-79.7% | $123,544-77.3% | $135,375-79.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.94% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,923 | $5,151-23.9% | $4,628-15.2% | $4,779-17.9% |
| Participant deferral / active EE | $8,523 | $6,799+25.3% | $6,426+32.6% | $5,609+51.9% |
| Admin fee / account holder | $242 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |