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 | $58,203 | $138,065-57.8% | $123,544-52.9% | $135,375-57.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -0.89% | 153.68%-154.6pp | 119.20%-120.1pp | 519.73%-520.6pp |
| Employer contribution / active EE | $2,045 | $5,151-60.3% | $4,628-55.8% | $4,779-57.2% |
| Participant deferral / active EE | $9,060 | $6,799+33.3% | $6,426+41.0% | $5,609+61.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |