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 | $19,175 | $84,695-77.4% | $73,843-74.0% | $125,391-84.7% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -2.81% | 3123.53%-3126.3pp | 2267.84%-2270.6pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,695 | $3,123-45.7% | $2,787-39.2% | $4,866-65.2% |
| Participant deferral / active EE | $4,324 | $3,992+8.3% | $3,583+20.7% | $5,352-19.2% |
| Admin fee / account holder | $216 | $5,691-96.2% | $4,880-95.6% | $9,540-97.7% |