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 | $46,381 | $138,044-66.4% | $125,339-63.0% | $134,475-65.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.11% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,508 | $5,243-52.2% | $4,814-47.9% | $4,740-47.1% |
| Participant deferral / active EE | $3,458 | $7,799-55.7% | $7,446-53.6% | $6,400-46.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |