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 | $63,039 | $160,055-60.6% | $140,016-55.0% | $135,375-53.4% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -3.65% | 911.38%-915.0pp | 651.12%-654.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $5,416 | $6,420-15.6% | $5,606-3.4% | $4,779+13.3% |
| Participant deferral / active EE | $6,216 | $7,642-18.7% | $6,927-10.3% | $5,609+10.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |