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 | $39,567 | $135,635-70.8% | $110,238-64.1% | $135,375-70.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -6.44% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,401 | $4,906-71.4% | $3,826-63.4% | $4,779-70.7% |
| Participant deferral / active EE | $3,617 | $5,506-34.3% | $4,672-22.6% | $5,609-35.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |