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 | $20,081 | $67,331-70.2% | $60,874-67.0% | $134,475-85.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.01% | 49.93%-63.9pp | 16.90%-30.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,652 | $3,096-46.6% | $2,701-38.8% | $4,740-65.1% |
| Participant deferral / active EE | $3,935 | $4,538-13.3% | $3,817+3.1% | $6,400-38.5% |
| Admin fee / account holder | $144 | $4,582-96.8% | $3,224-95.5% | $11,426-98.7% |