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 | $26,121 | $67,331-61.2% | $60,874-57.1% | $134,475-80.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -14.86% | 49.93%-64.8pp | 16.90%-31.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,403 | $3,096+9.9% | $2,701+26.0% | $4,740-28.2% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $285 | $4,582-93.8% | $3,224-91.2% | $11,426-97.5% |