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 | $99,044 | $160,055-38.1% | $140,016-29.3% | $135,375-26.8% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.5%-8.3pp | 82.6%-3.5pp |
| Annual return | -7.01% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,002 | $6,420-68.8% | $5,606-64.3% | $4,779-58.1% |
| Participant deferral / active EE | $8,448 | $7,642+10.6% | $6,927+22.0% | $5,609+50.6% |
| Admin fee / account holder | $226 | $13,328-98.3% | $10,705-97.9% | $10,827-97.9% |