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 | $23,661 | $138,044-82.9% | $125,339-81.1% | $134,475-82.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -13.59% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,376 | $7,799-43.9% | $7,446-41.2% | $6,400-31.6% |
| Admin fee / account holder | $132 | $11,571-98.9% | $10,010-98.7% | $11,426-98.8% |