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 8-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 | $20,642 | $138,044-85.0% | $125,339-83.5% | $134,475-84.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -17.43% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,061 | $5,243-79.8% | $4,814-78.0% | $4,740-77.6% |
| Participant deferral / active EE | $2,883 | $7,799-63.0% | $7,446-61.3% | $6,400-54.9% |
| Admin fee / account holder | $85 | $11,571-99.3% | $10,010-99.1% | $11,426-99.3% |