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 | $12,014 | $104,106-88.5% | $71,086-83.1% | $135,375-91.1% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.7%+32.8pp | 82.6%+4.9pp |
| Annual return | -10.42% | 1256.30%-1266.7pp | 650.59%-661.0pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,243 | $1,485-16.3% | $1,088+14.3% | $4,779-74.0% |
| Participant deferral / active EE | $1,352 | $2,527-46.5% | $1,874-27.9% | $5,609-75.9% |
| Admin fee / account holder | $175 | $4,142-95.8% | $3,082-94.3% | $10,827-98.4% |