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 | $99,230 | $138,044-28.1% | $125,339-20.8% | $134,475-26.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -19.54% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $10,534 | $5,243+100.9% | $4,814+118.8% | $4,740+122.3% |
| Participant deferral / active EE | $7,978 | $7,799+2.3% | $7,446+7.1% | $6,400+24.7% |
| Admin fee / account holder | $122 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |