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 | $13,482 | $147,727-90.9% | $115,756-88.4% | $134,475-90.0% |
| Participation rate | 84.6% | 80.4%+4.2pp | 77.1%+7.5pp | 81.2%+3.4pp |
| Annual return | -18.52% | 73.96%-92.5pp | 143.14%-161.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,202 | $4,713-53.3% | $3,793-42.0% | $4,740-53.6% |
| Participant deferral / active EE | $6,040 | $7,563-20.1% | $6,254-3.4% | $6,400-5.6% |
| Admin fee / account holder | $134 | $14,571-99.1% | $8,124-98.3% | $11,426-98.8% |