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 | $66,138 | $190,805-65.3% | $159,960-58.7% | $134,475-50.8% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -19.58% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,260 | $4,995-34.7% | $4,226-22.9% | $4,740-31.2% |
| Participant deferral / active EE | $4,408 | $6,923-36.3% | $6,182-28.7% | $6,400-31.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |