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 | $55,119 | $56,199-1.9% | $67,652-18.5% | $59,632-7.6% |
| Participation rate | 70.6% | 71.5%-0.9pp | 75.7%-5.1pp | 68.7%+1.9pp |
| Annual return | -1.79% | 18505.31%-18507.1pp | 6625.04%-6626.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,265 | $1,614-21.6% | $2,266-44.1% | $2,203-42.5% |
| Participant deferral / active EE | $2,426 | $2,844-14.7% | $3,560-31.8% | $3,192-24.0% |
| Admin fee / account holder | $60 | $3,958-98.5% | $4,821-98.8% | $4,297-98.6% |