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 | $60,182 | $92,703-35.1% | $82,719-27.2% | $134,475-55.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -15.44% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,440 | $3,274-56.0% | $3,009-52.2% | $4,740-69.6% |
| Participant deferral / active EE | $4,215 | $4,802-12.2% | $4,395-4.1% | $6,400-34.1% |
| Admin fee / account holder | $21 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |