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 | $132,859 | $180,449-26.4% | $154,107-13.8% | $135,375-1.9% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -7.84% | 888.09%-895.9pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,787 | $6,035-70.4% | $5,298-66.3% | $4,779-62.6% |
| Participant deferral / active EE | $4,835 | $5,806-16.7% | $5,081-4.8% | $5,609-13.8% |
| Admin fee / account holder | $76 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |