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 | $42,081 | $138,044-69.5% | $125,339-66.4% | $134,475-68.7% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -15.91% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,617 | $5,243-69.2% | $4,814-66.4% | $4,740-65.9% |
| Participant deferral / active EE | $3,347 | $7,799-57.1% | $7,446-55.1% | $6,400-47.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |