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 | $30,519 | $138,044-77.9% | $125,339-75.7% | $134,475-77.3% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | -12.36% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,553 | $5,243-70.4% | $4,814-67.7% | $4,740-67.2% |
| Participant deferral / active EE | $3,080 | $7,799-60.5% | $7,446-58.6% | $6,400-51.9% |
| Admin fee / account holder | $175 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |