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 | $23,215 | $90,600-74.4% | $79,464-70.8% | $135,375-82.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -3.93% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,572 | $3,068-16.2% | $2,800-8.1% | $4,779-46.2% |
| Participant deferral / active EE | $8,296 | $4,050+104.8% | $3,704+124.0% | $5,609+47.9% |
| Admin fee / account holder | $197 | $5,907-96.7% | $5,113-96.1% | $10,827-98.2% |