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 | $62,566 | $160,055-60.9% | $140,016-55.3% | $135,375-53.8% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -8.17% | 911.38%-919.6pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,487 | $7,642-15.1% | $6,927-6.4% | $5,609+15.7% |
| Admin fee / account holder | $23 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |