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 | $79,233 | $138,065-42.6% | $123,544-35.9% | $135,375-41.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.82% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,609 | $5,151-68.8% | $4,628-65.2% | $4,779-66.3% |
| Participant deferral / active EE | $4,714 | $6,799-30.7% | $6,426-26.6% | $5,609-16.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |