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 | $17,224 | $92,703-81.4% | $82,719-79.2% | $134,475-87.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -20.53% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $874 | $3,274-73.3% | $3,009-70.9% | $4,740-81.6% |
| Participant deferral / active EE | $2,839 | $4,802-40.9% | $4,395-35.4% | $6,400-55.6% |
| Admin fee / account holder | $22 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |