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 | $42,727 | $92,703-53.9% | $82,719-48.3% | $134,475-68.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.85% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,124 | $3,274-65.7% | $3,009-62.7% | $4,740-76.3% |
| Participant deferral / active EE | $2,504 | $4,802-47.9% | $4,395-43.0% | $6,400-60.9% |
| Admin fee / account holder | $16 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |