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 4-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 | $9,274 | $106,543-91.3% | $91,220-89.8% | $134,475-93.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -19.63% | 160.60%-180.2pp | 114.01%-133.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $915 | $3,331-72.5% | $2,850-67.9% | $4,740-80.7% |
| Participant deferral / active EE | $3,156 | $4,719-33.1% | $4,234-25.5% | $6,400-50.7% |
| Admin fee / account holder | $32 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |