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 | $74,774 | $138,044-45.8% | $125,339-40.3% | $134,475-44.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -17.53% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,636 | $5,243-68.8% | $4,814-66.0% | $4,740-65.5% |
| Participant deferral / active EE | $6,546 | $7,799-16.1% | $7,446-12.1% | $6,400+2.3% |
| Admin fee / account holder | $229 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |