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 | $114,917 | $138,065-16.8% | $123,544-7.0% | $135,375-15.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.93% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,928 | $5,151-43.2% | $4,628-36.7% | $4,779-38.7% |
| Participant deferral / active EE | $12,055 | $6,799+77.3% | $6,426+87.6% | $5,609+114.9% |
| Admin fee / account holder | $89 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |