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 9-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 | $11,966 | $95,862-87.5% | $79,550-85.0% | $134,475-91.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -17.37% | -2.69%-14.7pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $728 | $3,128-76.7% | $2,413-69.8% | $4,740-84.6% |
| Participant deferral / active EE | $1,328 | $4,693-71.7% | $3,985-66.7% | $6,400-79.2% |
| Admin fee / account holder | $120 | $9,126-98.7% | $6,832-98.2% | $11,426-98.9% |