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 | $22,780 | $90,600-74.9% | $79,464-71.3% | $135,375-83.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -8.69% | 977.43%-986.1pp | 718.14%-726.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,454 | $4,050+34.7% | $3,704+47.2% | $5,609-2.8% |
| Admin fee / account holder | $254 | $5,907-95.7% | $5,113-95.0% | $10,827-97.7% |