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 | $28,054 | $138,044-79.7% | $125,339-77.6% | $134,475-79.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.93% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,817 | $5,243-65.3% | $4,814-62.2% | $4,740-61.7% |
| Participant deferral / active EE | $8,727 | $7,799+11.9% | $7,446+17.2% | $6,400+36.4% |
| Admin fee / account holder | $203 | $11,571-98.2% | $10,010-98.0% | $11,426-98.2% |