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 | $29,637 | $92,703-68.0% | $82,719-64.2% | $134,475-78.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -17.10% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,625 | $4,802-24.5% | $4,395-17.5% | $6,400-43.4% |
| Admin fee / account holder | $159 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |