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 | $22,726 | $138,044-83.5% | $125,339-81.9% | $134,475-83.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,069 | $5,243-41.5% | $4,814-36.3% | $4,740-35.3% |
| Participant deferral / active EE | $5,472 | $7,799-29.8% | $7,446-26.5% | $6,400-14.5% |
| Admin fee / account holder | $178 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |