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 | $76,165 | $138,065-44.8% | $123,544-38.4% | $135,375-43.7% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -7.94% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,069 | $5,151-1.6% | $4,628+9.5% | $4,779+6.1% |
| Participant deferral / active EE | $5,109 | $6,799-24.9% | $6,426-20.5% | $5,609-8.9% |
| Admin fee / account holder | $70 | $10,916-99.4% | $9,284-99.2% | $10,827-99.4% |