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 | $78,505 | $138,065-43.1% | $123,544-36.5% | $135,375-42.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.31% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,053 | $5,151-60.2% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $9,475 | $6,799+39.4% | $6,426+47.5% | $5,609+68.9% |
| Admin fee / account holder | $252 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |