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 5-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 | $16,648 | $138,044-87.9% | $125,339-86.7% | $134,475-87.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.10% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,083 | $5,243-79.3% | $4,814-77.5% | $4,740-77.1% |
| Participant deferral / active EE | $7,068 | $7,799-9.4% | $7,446-5.1% | $6,400+10.4% |
| Admin fee / account holder | $97 | $11,571-99.2% | $10,010-99.0% | $11,426-99.2% |