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 | $66,466 | $138,044-51.9% | $125,339-47.0% | $134,475-50.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -11.26% | 750.33%-761.6pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,728 | $5,243-28.9% | $4,814-22.5% | $4,740-21.3% |
| Participant deferral / active EE | $6,403 | $7,799-17.9% | $7,446-14.0% | $6,400+0.1% |
| Admin fee / account holder | $273 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |