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 7-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 | $18,776 | $92,703-79.7% | $82,719-77.3% | $134,475-86.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.27% | 944.92%-959.2pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,213 | $3,274-63.0% | $3,009-59.7% | $4,740-74.4% |
| Participant deferral / active EE | $1,381 | $4,802-71.2% | $4,395-68.6% | $6,400-78.4% |
| Admin fee / account holder | $213 | $5,983-96.4% | $5,329-96.0% | $11,426-98.1% |