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 | $17,126 | $90,600-81.1% | $79,464-78.4% | $135,375-87.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.56% | 977.43%-987.0pp | 718.14%-727.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,000 | $3,068+30.4% | $2,800+42.8% | $4,779-16.3% |
| Participant deferral / active EE | $3,588 | $4,050-11.4% | $3,704-3.1% | $5,609-36.0% |
| Admin fee / account holder | $72 | $5,907-98.8% | $5,113-98.6% | $10,827-99.3% |