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 5-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 | $9,173 | $92,703-90.1% | $82,719-88.9% | $134,475-93.2% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -13.71% | 944.92%-958.6pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,708 | $3,274-47.8% | $3,009-43.2% | $4,740-64.0% |
| Participant deferral / active EE | $4,941 | $4,802+2.9% | $4,395+12.4% | $6,400-22.8% |
| Admin fee / account holder | $144 | $5,983-97.6% | $5,329-97.3% | $11,426-98.7% |