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 | $54,505 | $138,044-60.5% | $125,339-56.5% | $134,475-59.5% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -6.85% | 750.33%-757.2pp | 572.05%-578.9pp | 417.96%-424.8pp |
| Employer contribution / active EE | $3,713 | $5,243-29.2% | $4,814-22.9% | $4,740-21.7% |
| Participant deferral / active EE | $8,276 | $7,799+6.1% | $7,446+11.1% | $6,400+29.3% |
| Admin fee / account holder | -$71 | $11,571-100.6% | $10,010-100.7% | $11,426-100.6% |