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 | $45,395 | $92,703-51.0% | $82,719-45.1% | $134,475-66.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -16.03% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,557 | $3,274-21.9% | $3,009-15.0% | $4,740-46.1% |
| Participant deferral / active EE | $8,100 | $4,802+68.7% | $4,395+84.3% | $6,400+26.6% |
| Admin fee / account holder | $158 | $5,983-97.4% | $5,329-97.0% | $11,426-98.6% |