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 | $90,467 | $138,065-34.5% | $123,544-26.8% | $135,375-33.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.20% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,161 | $5,151-38.6% | $4,628-31.7% | $4,779-33.9% |
| Participant deferral / active EE | $3,044 | $6,799-55.2% | $6,426-52.6% | $5,609-45.7% |
| Admin fee / account holder | $256 | $10,916-97.7% | $9,284-97.2% | $10,827-97.6% |