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 | $64,813 | $90,600-28.5% | $79,464-18.4% | $135,375-52.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.49% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,015 | $3,068-1.7% | $2,800+7.7% | $4,779-36.9% |
| Participant deferral / active EE | $5,001 | $4,050+23.5% | $3,704+35.0% | $5,609-10.8% |
| Admin fee / account holder | $25 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |