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 | $114,013 | $138,065-17.4% | $123,544-7.7% | $135,375-15.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.72% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,723 | $5,151-66.6% | $4,628-62.8% | $4,779-64.0% |
| Participant deferral / active EE | $5,143 | $6,799-24.4% | $6,426-20.0% | $5,609-8.3% |
| Admin fee / account holder | $33 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |