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 4-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 | $20,954 | $138,044-84.8% | $125,339-83.3% | $134,475-84.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -19.74% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,219 | $5,243-38.6% | $4,814-33.1% | $4,740-32.1% |
| Participant deferral / active EE | $4,909 | $7,799-37.1% | $7,446-34.1% | $6,400-23.3% |
| Admin fee / account holder | $103 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |