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 | $36,567 | $135,635-73.0% | $110,238-66.8% | $135,375-73.0% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -7.20% | 513.19%-520.4pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,941 | $4,906-60.4% | $3,826-49.3% | $4,779-59.4% |
| Participant deferral / active EE | $2,627 | $5,506-52.3% | $4,672-43.8% | $5,609-53.2% |
| Admin fee / account holder | $250 | $11,457-97.8% | $8,547-97.1% | $10,827-97.7% |