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 | $11,099 | $92,703-88.0% | $82,719-86.6% | $134,475-91.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.99% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,718 | $3,274-47.5% | $3,009-42.9% | $4,740-63.8% |
| Participant deferral / active EE | $1,632 | $4,802-66.0% | $4,395-62.9% | $6,400-74.5% |
| Admin fee / account holder | $141 | $5,983-97.6% | $5,329-97.4% | $11,426-98.8% |