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 | $74,814 | $160,055-53.3% | $140,016-46.6% | $135,375-44.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -8.40% | 911.38%-919.8pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,290 | $6,420-64.3% | $5,606-59.2% | $4,779-52.1% |
| Participant deferral / active EE | $4,712 | $7,642-38.3% | $6,927-32.0% | $5,609-16.0% |
| Admin fee / account holder | $298 | $13,328-97.8% | $10,705-97.2% | $10,827-97.2% |