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 | $24,876 | $92,703-73.2% | $82,719-69.9% | $134,475-81.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -5.87% | 944.92%-950.8pp | 701.18%-707.0pp | 417.96%-423.8pp |
| Employer contribution / active EE | $1,589 | $3,274-51.5% | $3,009-47.2% | $4,740-66.5% |
| Participant deferral / active EE | $3,973 | $4,802-17.3% | $4,395-9.6% | $6,400-37.9% |
| Admin fee / account holder | $199 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |