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 | $12,750 | $67,331-81.1% | $60,874-79.1% | $134,475-90.5% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -9.85% | 49.93%-59.8pp | 16.90%-26.7pp | 417.96%-427.8pp |
| Employer contribution / active EE | $447 | $3,096-85.6% | $2,701-83.5% | $4,740-90.6% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $51 | $4,582-98.9% | $3,224-98.4% | $11,426-99.6% |