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 | $37,203 | $90,600-58.9% | $79,464-53.2% | $135,375-72.5% |
| Participation rate | 82.4% | 76.0%+6.3pp | 73.3%+9.0pp | 82.6%-0.3pp |
| Annual return | -6.64% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,894 | $3,068-5.7% | $2,800+3.3% | $4,779-39.4% |
| Participant deferral / active EE | $2,894 | $4,050-28.6% | $3,704-21.9% | $5,609-48.4% |
| Admin fee / account holder | $152 | $5,907-97.4% | $5,113-97.0% | $10,827-98.6% |