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 9-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 | $12,784 | $152,509-91.6% | $117,472-89.1% | $134,475-90.5% |
| Participation rate | 70.0% | 77.1%-7.1pp | 70.6%-0.6pp | 81.2%-11.2pp |
| Annual return | -18.20% | 52.99%-71.2pp | 29.74%-47.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,199 | $5,571-78.5% | $4,176-71.3% | $4,740-74.7% |
| Participant deferral / active EE | $1,346 | $4,818-72.1% | $4,070-66.9% | $6,400-79.0% |
| Admin fee / account holder | $55 | $7,004-99.2% | $5,645-99.0% | $11,426-99.5% |