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 9-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 | $52,794 | $92,703-43.1% | $82,719-36.2% | $134,475-60.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -15.01% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $652 | $3,274-80.1% | $3,009-78.3% | $4,740-86.2% |
| Participant deferral / active EE | $2,337 | $4,802-51.3% | $4,395-46.8% | $6,400-63.5% |
| Admin fee / account holder | $231 | $5,983-96.1% | $5,329-95.7% | $11,426-98.0% |