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 | $31,820 | $92,703-65.7% | $82,719-61.5% | $134,475-76.3% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -16.66% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,453 | $3,274+5.5% | $3,009+14.8% | $4,740-27.1% |
| Participant deferral / active EE | $3,936 | $4,802-18.0% | $4,395-10.5% | $6,400-38.5% |
| Admin fee / account holder | $3 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |