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 | $50,420 | $138,065-63.5% | $123,544-59.2% | $135,375-62.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.25% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,314 | $5,151-74.5% | $4,628-71.6% | $4,779-72.5% |
| Participant deferral / active EE | $6,373 | $6,799-6.3% | $6,426-0.8% | $5,609+13.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |