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 | $96,462 | $138,065-30.1% | $123,544-21.9% | $135,375-28.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.86% | 153.68%-159.5pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,833 | $5,151-6.2% | $4,628+4.4% | $4,779+1.1% |
| Participant deferral / active EE | $7,305 | $6,799+7.4% | $6,426+13.7% | $5,609+30.2% |
| Admin fee / account holder | $77 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |