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 | $17,081 | $90,600-81.1% | $79,464-78.5% | $135,375-87.4% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -8.48% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $420 | $3,068-86.3% | $2,800-85.0% | $4,779-91.2% |
| Participant deferral / active EE | $2,181 | $4,050-46.2% | $3,704-41.1% | $5,609-61.1% |
| Admin fee / account holder | $156 | $5,907-97.4% | $5,113-96.9% | $10,827-98.6% |