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 | $11,978 | $92,703-87.1% | $82,719-85.5% | $134,475-91.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.36% | 944.92%-959.3pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $853 | $3,274-73.9% | $3,009-71.6% | $4,740-82.0% |
| Participant deferral / active EE | $1,057 | $4,802-78.0% | $4,395-76.0% | $6,400-83.5% |
| Admin fee / account holder | $274 | $5,983-95.4% | $5,329-94.9% | $11,426-97.6% |