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 | $67,116 | $138,044-51.4% | $125,339-46.5% | $134,475-50.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -8.90% | 750.33%-759.2pp | 572.05%-581.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $5,490 | $5,243+4.7% | $4,814+14.1% | $4,740+15.8% |
| Participant deferral / active EE | $8,023 | $7,799+2.9% | $7,446+7.7% | $6,400+25.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |