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 | $86,380 | $92,703-6.8% | $82,719+4.4% | $134,475-35.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -11.64% | 944.92%-956.6pp | 701.18%-712.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,715 | $3,274-17.1% | $3,009-9.8% | $4,740-42.7% |
| Participant deferral / active EE | $3,058 | $4,802-36.3% | $4,395-30.4% | $6,400-52.2% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |