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 | $99,595 | $180,449-44.8% | $154,107-35.4% | $135,375-26.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.20% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,053 | $6,035-49.4% | $5,298-42.4% | $4,779-36.1% |
| Participant deferral / active EE | $4,265 | $5,806-26.5% | $5,081-16.1% | $5,609-24.0% |
| Admin fee / account holder | $278 | $16,143-98.3% | $13,411-97.9% | $10,827-97.4% |