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 | $52,529 | $99,640-47.3% | $86,436-39.2% | $134,475-60.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.71% | 6782.58%-6798.3pp | 4394.89%-4410.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,235 | $4,400-71.9% | $3,769-67.2% | $4,740-73.9% |
| Participant deferral / active EE | $2,328 | $7,246-67.9% | $6,952-66.5% | $6,400-63.6% |
| Admin fee / account holder | $30 | $8,371-99.6% | $6,731-99.6% | $11,426-99.7% |