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 | $85,223 | $138,044-38.3% | $125,339-32.0% | $134,475-36.6% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -11.49% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $8,375 | $5,243+59.7% | $4,814+74.0% | $4,740+76.7% |
| Participant deferral / active EE | $14,688 | $7,799+88.3% | $7,446+97.3% | $6,400+129.5% |
| Admin fee / account holder | $296 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |