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 | $20,989 | $138,065-84.8% | $123,544-83.0% | $135,375-84.5% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -7.95% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,250 | $5,151-75.7% | $4,628-73.0% | $4,779-73.8% |
| Participant deferral / active EE | $3,477 | $6,799-48.9% | $6,426-45.9% | $5,609-38.0% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |