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 | $73,876 | $138,065-46.5% | $123,544-40.2% | $135,375-45.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -8.58% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,199 | $5,151-57.3% | $4,628-52.5% | $4,779-54.0% |
| Participant deferral / active EE | $4,123 | $6,799-39.4% | $6,426-35.8% | $5,609-26.5% |
| Admin fee / account holder | $196 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |