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 | $19,578 | $75,828-74.2% | $147,614-86.7% | $59,632-67.2% |
| Participation rate | 76.5% | 71.6%+4.9pp | 84.6%-8.2pp | 68.7%+7.8pp |
| Annual return | -1.49% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,000 | $3,485-42.6% | $5,564-64.1% | $2,203-9.2% |
| Participant deferral / active EE | $3,721 | $3,130+18.9% | $4,895-24.0% | $3,192+16.6% |
| Admin fee / account holder | $289 | $5,985-95.2% | $11,611-97.5% | $4,297-93.3% |