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 8-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 | $24,702 | $190,805-87.1% | $159,960-84.6% | $134,475-81.6% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -18.81% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,684 | $4,995-66.3% | $4,226-60.2% | $4,740-64.5% |
| Participant deferral / active EE | $3,636 | $6,923-47.5% | $6,182-41.2% | $6,400-43.2% |
| Admin fee / account holder | $36 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |