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 | $16,336 | $99,640-83.6% | $86,436-81.1% | $134,475-87.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.01% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,829 | $4,400-58.4% | $3,769-51.5% | $4,740-61.4% |
| Participant deferral / active EE | $3,379 | $7,246-53.4% | $6,952-51.4% | $6,400-47.2% |
| Admin fee / account holder | $35 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |