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 | $17,912 | $138,044-87.0% | $125,339-85.7% | $134,475-86.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.70% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,902 | $5,243-63.7% | $4,814-60.5% | $4,740-59.9% |
| Participant deferral / active EE | $2,550 | $7,799-67.3% | $7,446-65.8% | $6,400-60.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |