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 | $106,815 | $138,065-22.6% | $123,544-13.5% | $135,375-21.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.72% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,019 | $5,151-60.8% | $4,628-56.4% | $4,779-57.8% |
| Participant deferral / active EE | $4,267 | $6,799-37.2% | $6,426-33.6% | $5,609-23.9% |
| Admin fee / account holder | $192 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |