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 | $47,590 | $92,703-48.7% | $82,719-42.5% | $134,475-64.6% |
| Participation rate | 73.7% | 75.2%-1.5pp | 72.6%+1.1pp | 81.2%-7.5pp |
| Annual return | -16.21% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,166 | $3,274-64.4% | $3,009-61.3% | $4,740-75.4% |
| Participant deferral / active EE | $1,909 | $4,802-60.3% | $4,395-56.6% | $6,400-70.2% |
| Admin fee / account holder | $263 | $5,983-95.6% | $5,329-95.1% | $11,426-97.7% |