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 | $8,715 | $92,703-90.6% | $82,719-89.5% | $134,475-93.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -20.59% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $497 | $3,274-84.8% | $3,009-83.5% | $4,740-89.5% |
| Participant deferral / active EE | $1,828 | $4,802-61.9% | $4,395-58.4% | $6,400-71.4% |
| Admin fee / account holder | $83 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |