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 | $14,580 | $92,703-84.3% | $82,719-82.4% | $134,475-89.2% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -13.47% | 944.92%-958.4pp | 701.18%-714.7pp | 417.96%-431.4pp |
| Employer contribution / active EE | $402 | $3,274-87.7% | $3,009-86.7% | $4,740-91.5% |
| Participant deferral / active EE | $1,596 | $4,802-66.8% | $4,395-63.7% | $6,400-75.1% |
| Admin fee / account holder | $29 | $5,983-99.5% | $5,329-99.5% | $11,426-99.7% |