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 | $32,164 | $138,044-76.7% | $125,339-74.3% | $134,475-76.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.09% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,833 | $5,243-65.0% | $4,814-61.9% | $4,740-61.3% |
| Participant deferral / active EE | $3,602 | $7,799-53.8% | $7,446-51.6% | $6,400-43.7% |
| Admin fee / account holder | $138 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |