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 | $65,569 | $160,055-59.0% | $140,016-53.2% | $135,375-51.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.19% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $11,018 | $6,420+71.6% | $5,606+96.5% | $4,779+130.6% |
| Participant deferral / active EE | $10,652 | $7,642+39.4% | $6,927+53.8% | $5,609+89.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |