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 | $31,099 | $99,640-68.8% | $86,436-64.0% | $134,475-76.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.76% | 6782.58%-6802.3pp | 4394.89%-4414.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,550 | $4,400-42.1% | $3,769-32.3% | $4,740-46.2% |
| Participant deferral / active EE | $9,247 | $7,246+27.6% | $6,952+33.0% | $6,400+44.5% |
| Admin fee / account holder | $273 | $8,371-96.7% | $6,731-95.9% | $11,426-97.6% |