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 | $137,412 | $180,449-23.9% | $154,107-10.8% | $135,375+1.5% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -4.83% | 888.09%-892.9pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,248 | $6,035-62.8% | $5,298-57.6% | $4,779-53.0% |
| Participant deferral / active EE | $6,686 | $5,806+15.1% | $5,081+31.6% | $5,609+19.2% |
| Admin fee / account holder | $186 | $16,143-98.8% | $13,411-98.6% | $10,827-98.3% |