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 | $83,080 | $138,044-39.8% | $125,339-33.7% | $134,475-38.2% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -15.75% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,856 | $5,243+30.8% | $4,814+42.4% | $4,740+44.7% |
| Participant deferral / active EE | $12,607 | $7,799+61.7% | $7,446+69.3% | $6,400+97.0% |
| Admin fee / account holder | $95 | $11,571-99.2% | $10,010-99.0% | $11,426-99.2% |