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 | $117,267 | $138,044-15.1% | $125,339-6.4% | $134,475-12.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -8.94% | 750.33%-759.3pp | 572.05%-581.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $1,673 | $5,243-68.1% | $4,814-65.2% | $4,740-64.7% |
| Participant deferral / active EE | $2,980 | $7,799-61.8% | $7,446-60.0% | $6,400-53.4% |
| Admin fee / account holder | $12 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |