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 | $30,542 | $92,703-67.1% | $82,719-63.1% | $134,475-77.3% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -17.14% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $625 | $3,274-80.9% | $3,009-79.2% | $4,740-86.8% |
| Participant deferral / active EE | $2,362 | $4,802-50.8% | $4,395-46.3% | $6,400-63.1% |
| Admin fee / account holder | $219 | $5,983-96.3% | $5,329-95.9% | $11,426-98.1% |