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 | $81,776 | $56,199+45.5% | $67,652+20.9% | $59,632+37.1% |
| Participation rate | 95.9% | 71.5%+24.4pp | 75.7%+20.2pp | 68.7%+27.2pp |
| Annual return | -0.44% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,492 | $1,614-7.6% | $2,266-34.2% | $2,203-32.3% |
| Participant deferral / active EE | $2,455 | $2,844-13.7% | $3,560-31.0% | $3,192-23.1% |
| Admin fee / account holder | $3 | $3,958-99.9% | $4,821-99.9% | $4,297-99.9% |