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 6-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 | $23,646 | $92,703-74.5% | $82,719-71.4% | $134,475-82.4% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -17.04% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,131 | $3,274-65.4% | $3,009-62.4% | $4,740-76.1% |
| Participant deferral / active EE | $2,123 | $4,802-55.8% | $4,395-51.7% | $6,400-66.8% |
| Admin fee / account holder | $213 | $5,983-96.4% | $5,329-96.0% | $11,426-98.1% |