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 | $16,997 | $90,600-81.2% | $79,464-78.6% | $135,375-87.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.67% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,988 | $3,068-35.2% | $2,800-29.0% | $4,779-58.4% |
| Participant deferral / active EE | $5,902 | $4,050+45.7% | $3,704+59.4% | $5,609+5.2% |
| Admin fee / account holder | $34 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |