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 | $61,620 | $138,044-55.4% | $125,339-50.8% | $134,475-54.2% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -19.82% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,227 | $5,243-38.4% | $4,814-33.0% | $4,740-31.9% |
| Participant deferral / active EE | $6,887 | $7,799-11.7% | $7,446-7.5% | $6,400+7.6% |
| Admin fee / account holder | $181 | $11,571-98.4% | $10,010-98.2% | $11,426-98.4% |