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 | $88,931 | $180,449-50.7% | $154,107-42.3% | $135,375-34.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.71% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,645 | $6,035-23.0% | $5,298-12.3% | $4,779-2.8% |
| Participant deferral / active EE | $9,463 | $5,806+63.0% | $5,081+86.3% | $5,609+68.7% |
| Admin fee / account holder | $3 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |