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 | $22,514 | $133,958-83.2% | $112,228-79.9% | $134,475-83.3% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -13.25% | 47.11%-60.4pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,176 | $4,038-70.9% | $3,635-67.6% | $4,740-75.2% |
| Participant deferral / active EE | $4,640 | $5,291-12.3% | $4,728-1.9% | $6,400-27.5% |
| Admin fee / account holder | $61 | $7,489-99.2% | $6,410-99.0% | $11,426-99.5% |