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 | $17,333 | $90,600-80.9% | $79,464-78.2% | $135,375-87.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -3.91% | 977.43%-981.3pp | 718.14%-722.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,054 | $4,050-49.3% | $3,704-44.5% | $5,609-63.4% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |