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 | $19,064 | $82,630-76.9% | $64,105-70.3% | $125,391-84.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -2.08% | 1489.72%-1491.8pp | 791.24%-793.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $364 | $2,671-86.4% | $1,820-80.0% | $4,866-92.5% |
| Participant deferral / active EE | $927 | $3,608-74.3% | $2,822-67.1% | $5,352-82.7% |
| Admin fee / account holder | $157 | $6,382-97.5% | $4,499-96.5% | $9,540-98.4% |