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 7-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 | $64,100 | $138,044-53.6% | $125,339-48.9% | $134,475-52.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.01% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,560 | $5,243-13.0% | $4,814-5.3% | $4,740-3.8% |
| Participant deferral / active EE | $5,590 | $7,799-28.3% | $7,446-24.9% | $6,400-12.7% |
| Admin fee / account holder | $97 | $11,571-99.2% | $10,010-99.0% | $11,426-99.1% |