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 | $20,612 | $138,044-85.1% | $125,339-83.6% | $134,475-84.7% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -14.45% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,933 | $5,243-63.1% | $4,814-59.9% | $4,740-59.2% |
| Participant deferral / active EE | $2,595 | $7,799-66.7% | $7,446-65.2% | $6,400-59.5% |
| Admin fee / account holder | $109 | $11,571-99.1% | $10,010-98.9% | $11,426-99.0% |