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 8-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 | $17,717 | $92,703-80.9% | $82,719-78.6% | $134,475-86.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -2.33% | 944.92%-947.3pp | 701.18%-703.5pp | 417.96%-420.3pp |
| Employer contribution / active EE | $561 | $3,274-82.9% | $3,009-81.4% | $4,740-88.2% |
| Participant deferral / active EE | $1,490 | $4,802-69.0% | $4,395-66.1% | $6,400-76.7% |
| Admin fee / account holder | $92 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |