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 | $14,903 | $48,274-69.1% | $63,517-76.5% | $59,632-75.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.84% | -240.79%+239.0pp | -70.30%+68.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,389 | $1,586-12.4% | $2,322-40.2% | $2,203-36.9% |
| Participant deferral / active EE | $2,364 | $2,343+0.9% | $2,953-20.0% | $3,192-25.9% |
| Admin fee / account holder | $172 | $3,600-95.2% | $5,892-97.1% | $4,297-96.0% |